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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 | $48,491 | $197,819-75.5% | $155,789-68.9% | $125,389-61.3% |
| Participation rate | 55.0% | 82.1%-27.1pp | 76.1%-21.1pp | 83.2%-28.2pp |
| Annual return | 0.13% | 86.73%-86.6pp | 71.54%-71.4pp | 282.24%-282.1pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,287 | $5,631-77.2% | $4,798-73.2% | $5,352-76.0% |
| Admin fee / account holder | $2,356 | $9,544-75.3% | $7,477-68.5% | $9,541-75.3% |