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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 | $49,920 | $58,828-15.1% | $78,002-36.0% | $62,881-20.6% |
| Participation rate | 50.0% | 71.1%-21.1pp | 75.5%-25.5pp | 69.3%-19.3pp |
| Annual return | 5.72% | 17.16%-11.4pp | 425.99%-420.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $269 | $1,672-83.9% | $2,470-89.1% | $2,281-88.2% |
| Participant deferral / active EE | $2,094 | $2,686-22.0% | $3,497-40.1% | $3,203-34.6% |
| Admin fee / account holder | $12,864 | $4,393+192.8% | $5,481+134.7% | $4,296+199.5% |