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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 | $44,330 | $106,905-58.5% | $84,020-47.2% | $152,885-71.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 22.90% | 105.00%-82.1pp | 71.31%-48.4pp | 345.39%-322.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,951 | $4,012-51.4% | $3,239-39.8% | $5,851-66.6% |
| Admin fee / account holder | $5,830 | $8,287-29.6% | $6,101-4.4% | $11,598-49.7% |