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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 | $38,100 | $85,171-55.3% | $172,753-77.9% | $72,976-47.8% |
| Participation rate | 48.4% | 70.1%-21.7pp | 82.6%-34.3pp | 69.5%-21.1pp |
| Annual return | 30.73% | 27.32%+3.4pp | 803.00%-772.3pp | 81.02%-50.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,305 | $3,260-29.3% | $5,198-55.7% | $3,608-36.1% |
| Admin fee / account holder | $2,600 | $5,880-55.8% | $13,956-81.4% | $5,124-49.3% |