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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 | $47,099 | $42,546+10.7% | $71,796-34.4% | $55,167-14.6% |
| Participation rate | 53.2% | 59.1%-6.0pp | 69.1%-16.0pp | 69.0%-15.8pp |
| Annual return | 9.67% | 12.36%-2.7pp | 78.04%-68.4pp | 169.23%-159.6pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,198 | $2,064-42.0% | $2,794-57.1% | $3,054-60.8% |
| Admin fee / account holder | $1,823 | $650+180.6% | $4,815-62.1% | $504+261.7% |