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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 | $34,801 | $42,546-18.2% | $71,796-51.5% | $55,167-36.9% |
| Participation rate | 48.1% | 59.1%-11.0pp | 69.1%-21.0pp | 69.0%-20.9pp |
| Annual return | 6.51% | 12.36%-5.9pp | 78.04%-71.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,651 | $2,064-20.0% | $2,794-40.9% | $3,054-45.9% |
| Admin fee / account holder | $1,097 | $650+68.9% | $4,815-77.2% | $504+117.7% |