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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 | $25,377 | $103,038-75.4% | $90,324-71.9% | $152,909-83.4% |
| Participation rate | 42.1% | 75.9%-33.8pp | 73.3%-31.2pp | 82.5%-40.4pp |
| Annual return | 20.93% | 95.25%-74.3pp | 78.15%-57.2pp | 345.46%-324.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,959 | $4,282+15.8% | $3,885+27.6% | $5,851-15.3% |
| Admin fee / account holder | $12,154 | $6,177+96.8% | $5,356+126.9% | $11,601+4.8% |