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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 | $42,245 | $106,918-60.5% | $84,021-49.7% | $152,897-72.4% |
| Participation rate | 45.0% | 75.2%-30.2pp | 69.0%-24.0pp | 82.5%-37.5pp |
| Annual return | 21.75% | 105.01%-83.3pp | 71.32%-49.6pp | 345.43%-323.7pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,730 | $4,012-32.0% | $3,239-15.7% | $5,851-53.3% |
| Admin fee / account holder | $9,091 | $8,288+9.7% | $6,102+49.0% | $11,599-21.6% |