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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 | $48,225 | $54,320-11.2% | $67,652-28.7% | $52,331-7.8% |
| Participation rate | 36.5% | 73.6%-37.1pp | 75.7%-39.1pp | 68.1%-31.6pp |
| Annual return | 7.12% | 6.81%+0.3pp | 6625.40%-6618.3pp | 4.54%+2.6pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,043 | $2,950+37.0% | $3,560+13.6% | $3,022+33.8% |
| Admin fee / account holder | $3,712 | $527+604.9% | $4,821-23.0% | $592+527.5% |