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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 | $45,157 | $47,479-4.9% | $62,929-28.2% | $82,448-45.2% |
| Participation rate | 41.1% | 66.9%-25.8pp | 73.1%-32.0pp | 68.1%-27.0pp |
| Annual return | 11.78% | 20.34%-8.6pp | 1063.93%-1052.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,767 | $2,870+31.2% | $3,888-3.1% | $4,139-9.0% |
| Admin fee / account holder | $8,661 | $3,804+127.7% | $5,065+71.0% | $7,234+19.7% |