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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 | $50,397 | $71,230-29.2% | $93,727-46.2% | $80,959-37.7% |
| Participation rate | 49.2% | 60.4%-11.2pp | 68.7%-19.5pp | 67.7%-18.5pp |
| Annual return | 11.64% | 11.26%+0.4pp | 133.83%-122.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,005 | $4,037-25.6% | $4,417-32.0% | $4,300-30.1% |
| Admin fee / account holder | $10,958 | $6,961+57.4% | $8,292+32.2% | $6,925+58.2% |