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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 | $46,051 | $56,918-19.1% | $182,540-74.8% | $65,185-29.4% |
| Participation rate | 39.4% | 66.5%-27.1pp | 78.0%-38.6pp | 70.2%-30.8pp |
| Annual return | 22.42% | 27.67%-5.3pp | 148.58%-126.2pp | 29.38%-7.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,076-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,836 | $3,526-47.9% | $5,525-66.8% | $3,514-47.7% |
| Admin fee / account holder | $2,735 | $531+415.0% | $8,593-68.2% | $847+222.9% |