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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 | $45,655 | $98,776-53.8% | $149,745-69.5% | $79,856-42.8% |
| Participation rate | 64.0% | 75.8%-11.7pp | 82.5%-18.4pp | 69.6%-5.6pp |
| Annual return | 47.94% | 27.38%+20.6pp | 276.72%-228.8pp | 31.71%+16.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,857 | $5,681+3.1% | $6,843-14.4% | $3,741+56.6% |
| Admin fee / account holder | $780 | $6,053-87.1% | $9,312-91.6% | $5,306-85.3% |