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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 | $151,427-69.6% | $112,860-59.1% | $154,746-70.2% |
| Participation rate | 29.4% | 69.1%-39.7pp | 66.3%-36.9pp | 80.7%-51.3pp |
| Annual return | 11.29% | 30.95%-19.7pp | 35.26%-24.0pp | 172.34%-161.0pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $828 | $4,285-80.7% | $3,493-76.3% | $6,730-87.7% |
| Admin fee / account holder | $21,032 | $7,369+185.4% | $6,841+207.4% | $14,365+46.4% |