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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 | $46,973 | $103,000-54.4% | $90,300-48.0% | $152,885-69.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 11.33% | 95.19%-83.9pp | 78.11%-66.8pp | 345.39%-334.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,738 | $4,281+57.4% | $3,884+73.5% | $5,851+15.2% |
| Admin fee / account holder | $5,127 | $6,173-16.9% | $5,353-4.2% | $11,598-55.8% |