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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 | $41,535 | $105,284-60.5% | $150,734-72.4% | $94,015-55.8% |
| Participation rate | 55.8% | 71.7%-16.0pp | 78.4%-22.7pp | 70.8%-15.1pp |
| Annual return | 21.61% | 15.67%+5.9pp | 600.81%-579.2pp | 17.84%+3.8pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,746 | $4,274-35.7% | $5,610-51.0% | $4,249-35.4% |
| Admin fee / account holder | $2,289 | $9,839-76.7% | $14,905-84.6% | $8,951-74.4% |