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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 | $46,148 | $46,072+0.2% | $69,779-33.9% | $55,167-16.3% |
| Participation rate | 29.4% | 67.5%-38.0pp | 71.8%-42.4pp | 69.0%-39.6pp |
| Annual return | 7.65% | 8.68%-1.0pp | 12.99%-5.3pp | 169.23%-161.6pp |
| Employer contribution / active EE | $0 | $1,500-100.0% | $2,338-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,275 | $2,344-45.6% | $2,931-56.5% | $3,054-58.3% |
| Admin fee / account holder | $9,755 | $428+2181.2% | $4,381+122.7% | $504+1835.9% |