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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 | $40,224 | $106,001-62.1% | $92,235-56.4% | $147,585-72.7% |
| Participation rate | 59.1% | 80.4%-21.3pp | 76.5%-17.4pp | 82.8%-23.7pp |
| Annual return | 13.76% | 50.05%-36.3pp | 176.28%-162.5pp | 578.56%-564.8pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,609 | $4,478+25.3% | $3,897+43.9% | $5,439+3.1% |
| Admin fee / account holder | $5,363 | $6,332-15.3% | $5,194+3.3% | $10,885-50.7% |