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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 | $43,741 | $108,701-59.8% | $74,723-41.5% | $152,909-71.4% |
| Participation rate | 40.0% | 65.4%-25.4pp | 54.5%-14.5pp | 82.5%-42.5pp |
| Annual return | 22.23% | 114.12%-91.9pp | 753.18%-731.0pp | 345.46%-323.2pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,353 | $2,709-13.1% | $1,962+20.0% | $5,851-59.8% |
| Admin fee / account holder | $2,700 | $4,906-45.0% | $3,335-19.0% | $11,601-76.7% |