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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 | $48,871 | $65,566-25.5% | $86,235-43.3% | $75,177-35.0% |
| Participation rate | 50.8% | 60.5%-9.7pp | 69.0%-18.1pp | 67.2%-16.4pp |
| Annual return | 13.77% | 46.07%-32.3pp | 1170.03%-1156.3pp | 160.75%-147.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,393 | $3,023-20.9% | $3,987-40.0% | $4,126-42.0% |
| Admin fee / account holder | $1,305 | $5,470-76.1% | $6,856-81.0% | $5,651-76.9% |