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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,302 | $49,177-1.8% | $79,467-39.2% | $64,173-24.7% |
| Participation rate | 53.8% | 65.0%-11.2pp | 73.3%-19.5pp | 69.6%-15.7pp |
| Annual return | 0.82% | -1.16%+2.0pp | 718.30%-717.5pp | 7.63%-6.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,118 | $2,821+10.5% | $3,704-15.8% | $3,470-10.1% |
| Admin fee / account holder | $862 | $3,839-77.5% | $5,104-83.1% | $4,887-82.4% |