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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 | $46,104 | $116,167-60.3% | $64,489-28.5% | $137,256-66.4% |
| Participation rate | 29.4% | 68.2%-38.8pp | 67.7%-38.3pp | 80.0%-50.5pp |
| Annual return | 11.29% | 36.55%-25.3pp | 55.03%-43.7pp | 220.34%-209.0pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $828 | $4,215-80.4% | $2,778-70.2% | $6,407-87.1% |
| Admin fee / account holder | $21,032 | $6,188+239.9% | $4,260+393.7% | $12,270+71.4% |