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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 | $50,220 | $65,027-22.8% | $90,970-44.8% | $79,852-37.1% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 11.06% | 30.45%-19.4pp | 134.58%-123.5pp | 31.72%-20.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,228 | $2,512+28.5% | $3,373-4.3% | $3,740-13.7% |
| Admin fee / account holder | $1,065 | $4,535-76.5% | $5,960-82.1% | $5,306-79.9% |