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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 | $37,598 | $49,896-24.6% | $80,627-53.4% | $75,173-50.0% |
| Participation rate | 59.3% | 55.3%+3.9pp | 67.0%-7.8pp | 67.2%-7.9pp |
| Annual return | 17.14% | 34.67%-17.5pp | 936.76%-919.6pp | 160.72%-143.6pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,751 | $2,992+92.2% | $4,443+29.4% | $4,126+39.4% |
| Admin fee / account holder | $1,920 | $3,578-46.3% | $5,381-64.3% | $5,651-66.0% |