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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 | $48,254 | $45,126+6.9% | $85,187-43.4% | $74,459-35.2% |
| Participation rate | 26.1% | 49.4%-23.2pp | 67.5%-41.4pp | 67.2%-41.1pp |
| Annual return | 16.26% | 26.30%-10.0pp | 66.67%-50.4pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,117 | $2,738-59.2% | $4,525-75.3% | $4,350-74.3% |
| Admin fee / account holder | $3,742 | $2,212+69.2% | $6,162-39.3% | $1,945+92.4% |