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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 | $83,857 | $107,030-21.7% | $73,550+14.0% | $147,586-43.2% |
| Participation rate | 41.7% | 66.4%-24.7pp | 54.9%-13.3pp | 82.8%-41.2pp |
| Annual return | 47.12% | 38.25%+8.9pp | -15.16%+62.3pp | 578.59%-531.5pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,257 | $2,458+32.5% | $1,804+80.5% | $5,439-40.1% |
| Admin fee / account holder | $595 | $3,055-80.5% | $2,320-74.4% | $10,886-94.5% |