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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 | $55,121 | $71,197-22.6% | $93,669-41.2% | $80,925-31.9% |
| Participation rate | 51.3% | 60.4%-9.1pp | 68.7%-17.4pp | 67.7%-16.4pp |
| Annual return | 12.62% | 11.27%+1.3pp | 133.59%-121.0pp | 35.65%-23.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,562 | $4,036-11.7% | $4,416-19.3% | $4,299-17.1% |
| Admin fee / account holder | $17,208 | $6,959+147.3% | $8,291+107.5% | $6,940+147.9% |