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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 | $46,809 | $45,438+3.0% | $80,004-41.5% | $59,633-21.5% |
| Participation rate | 31.6% | 63.7%-32.2pp | 73.0%-41.4pp | 68.7%-37.1pp |
| Annual return | 26.64% | 5.10%+21.5pp | 7.63%+19.0pp | 2041.40%-2014.8pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,623 | $2,231-27.2% | $3,204-49.3% | $3,192-49.1% |
| Admin fee / account holder | $1,494 | $3,464-56.9% | $5,033-70.3% | $4,297-65.2% |