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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 | $47,610 | $62,672-24.0% | $185,117-74.3% | $70,126-32.1% |
| Participation rate | 50.0% | 63.8%-13.8pp | 77.3%-27.3pp | 69.5%-19.5pp |
| Annual return | 14.51% | 40.79%-26.3pp | 40.50%-26.0pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,333 | $3,272-59.3% | $5,045-73.6% | $3,332-60.0% |
| Admin fee / account holder | $2,857 | $3,932-27.3% | $8,159-65.0% | $4,645-38.5% |