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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 | $49,398 | $116,167-57.5% | $64,489-23.4% | $137,256-64.0% |
| Participation rate | 37.5% | 68.2%-30.7pp | 67.7%-30.2pp | 80.0%-42.5pp |
| Annual return | 13.39% | 36.55%-23.2pp | 55.03%-41.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,861 | $4,215-32.1% | $2,778+3.0% | $6,407-55.3% |
| Admin fee / account holder | $51,203 | $6,188+727.4% | $4,260+1102.0% | $12,270+317.3% |