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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 | $49,036 | $93,346-47.5% | $71,796-31.7% | $273,972-82.1% |
| Participation rate | 65.0% | 76.5%-11.5pp | 69.1%-4.1pp | 83.0%-18.0pp |
| Annual return | 9.01% | 130.39%-121.4pp | 78.04%-69.0pp | 41.46%-32.4pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,877 | $3,475-46.0% | $2,794-32.8% | $5,287-64.5% |
| Admin fee / account holder | $13,300 | $6,571+102.4% | $4,815+176.2% | $10,133+31.3% |