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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 | $51,907 | $52,678-1.5% | $75,784-31.5% | $59,633-13.0% |
| Participation rate | 49.0% | 67.2%-18.2pp | 75.8%-26.8pp | 68.7%-19.7pp |
| Annual return | 0.16% | 2.95%-2.8pp | 9.68%-9.5pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,923 | $2,591-25.8% | $3,652-47.3% | $3,192-39.7% |
| Admin fee / account holder | $1,791 | $3,610-50.4% | $5,300-66.2% | $4,297-58.3% |