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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 | $46,824 | $111,878-58.1% | $93,727-50.0% | $145,897-67.9% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 7.94% | 204.28%-196.3pp | 133.83%-125.9pp | 552.29%-544.4pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,328 | $4,920-12.1% | $4,417-2.0% | $6,689-35.3% |
| Admin fee / account holder | $15,868 | $10,256+54.7% | $8,292+91.4% | $13,390+18.5% |