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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 | $40,557 | $91,911-55.9% | $68,612-40.9% | $135,379-70.0% |
| Participation rate | 52.2% | 76.7%-24.6pp | 72.2%-20.1pp | 82.6%-30.5pp |
| Annual return | 18.05% | -8.22%+26.3pp | -4.63%+22.7pp | 519.79%-501.7pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,435 | $4,315-20.4% | $3,311+3.7% | $5,609-38.8% |
| Admin fee / account holder | $9,068 | $9,240-1.9% | $5,131+76.7% | $10,828-16.3% |