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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 | $61,043 | $106,918-42.9% | $84,021-27.3% | $152,897-60.1% |
| Participation rate | 42.9% | 75.2%-32.4pp | 69.0%-26.2pp | 82.5%-39.6pp |
| Annual return | 18.94% | 105.01%-86.1pp | 71.32%-52.4pp | 345.43%-326.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,914 | $4,012-52.3% | $3,239-40.9% | $5,851-67.3% |
| Admin fee / account holder | $1,717 | $8,288-79.3% | $6,102-71.9% | $11,599-85.2% |