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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 | $44,391 | $106,905-58.5% | $84,020-47.2% | $152,885-71.0% |
| Participation rate | 38.5% | 75.2%-36.8pp | 69.0%-30.6pp | 82.5%-44.0pp |
| Annual return | 20.46% | 105.00%-84.5pp | 71.31%-50.9pp | 345.39%-324.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,340 | $4,012-66.6% | $3,239-58.6% | $5,851-77.1% |
| Admin fee / account holder | $16,806 | $8,287+102.8% | $6,101+175.5% | $11,598+44.9% |