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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 | $40,485 | $98,776-59.0% | $149,745-73.0% | $79,856-49.3% |
| Participation rate | 37.9% | 75.8%-37.9pp | 82.5%-44.6pp | 69.6%-31.7pp |
| Annual return | 42.51% | 27.38%+15.1pp | 276.72%-234.2pp | 31.71%+10.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,189 | $5,681-43.9% | $6,843-53.4% | $3,741-14.8% |
| Admin fee / account holder | $434 | $6,053-92.8% | $9,312-95.3% | $5,306-91.8% |