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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 | $43,420 | $63,342-31.5% | $92,236-52.9% | $70,131-38.1% |
| Participation rate | 48.6% | 68.7%-20.0pp | 76.5%-27.8pp | 69.5%-20.9pp |
| Annual return | 15.91% | 530.15%-514.2pp | 176.29%-160.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,169 | $2,854-59.1% | $3,897-70.0% | $3,332-64.9% |
| Admin fee / account holder | $1,129 | $3,840-70.6% | $5,194-78.3% | $4,645-75.7% |