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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 | $49,885 | $51,184-2.5% | $66,439-24.9% | $86,983-42.6% |
| Participation rate | 28.3% | 68.5%-40.2pp | 74.5%-46.2pp | 69.5%-41.3pp |
| Annual return | 12.52% | 17.07%-4.6pp | 757.66%-745.1pp | 25.83%-13.3pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,154 | $2,927-26.4% | $3,876-44.4% | $4,194-48.6% |
| Admin fee / account holder | $2,037 | $4,154-51.0% | $6,173-67.0% | $7,856-74.1% |