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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 | $49,457 | $49,657-0.4% | $93,063-46.9% | $67,986-27.3% |
| Participation rate | 16.8% | 49.9%-33.1pp | 72.1%-55.3pp | 57.2%-40.4pp |
| Annual return | 15.40% | 26.27%-10.9pp | 34.15%-18.8pp | 31.67%-16.3pp |
| Employer contribution / active EE | $126 | $1,279-90.1% | $2,476-94.9% | $2,019-93.7% |
| Participant deferral / active EE | $807 | $2,484-67.5% | $3,958-79.6% | $3,358-76.0% |
| Admin fee / account holder | $11,174 | $2,843+293.1% | $6,033+85.2% | $3,203+248.8% |