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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 | $52,315 | $47,479+10.2% | $62,929-16.9% | $82,448-36.5% |
| Participation rate | 46.4% | 66.9%-20.4pp | 73.1%-26.7pp | 68.1%-21.6pp |
| Annual return | 15.26% | 20.34%-5.1pp | 1063.93%-1048.7pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,056 | $2,870-28.4% | $3,888-47.1% | $4,139-50.3% |
| Admin fee / account holder | $8,038 | $3,804+111.3% | $5,065+58.7% | $7,234+11.1% |