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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 | $46,178 | $58,828-21.5% | $78,002-40.8% | $62,881-26.6% |
| Participation rate | 50.0% | 71.1%-21.1pp | 75.5%-25.5pp | 69.3%-19.3pp |
| Annual return | 5.23% | 17.16%-11.9pp | 425.99%-420.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $241 | $1,672-85.6% | $2,470-90.2% | $2,281-89.4% |
| Participant deferral / active EE | $1,215 | $2,686-54.7% | $3,497-65.2% | $3,203-62.1% |
| Admin fee / account holder | $13,901 | $4,393+216.4% | $5,481+153.6% | $4,296+223.6% |