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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 | $42,272 | $157,276-73.1% | $141,177-70.1% | $152,885-72.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 20.21% | 64.33%-44.1pp | 71.40%-51.2pp | 345.39%-325.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,588 | $7,110-35.5% | $6,710-31.6% | $5,851-21.6% |
| Admin fee / account holder | $27,296 | $12,123+125.2% | $10,263+166.0% | $11,598+135.3% |