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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 | $49,079 | $153,311-68.0% | $109,313-55.1% | $273,972-82.1% |
| Participation rate | 52.9% | 80.1%-27.1pp | 71.3%-18.3pp | 83.0%-30.1pp |
| Annual return | 4.51% | 29.86%-25.3pp | 22.07%-17.6pp | 41.46%-36.9pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,362 | $3,932-65.4% | $3,166-57.0% | $5,287-74.2% |
| Admin fee / account holder | $17,116 | $8,076+111.9% | $5,666+202.1% | $10,133+68.9% |