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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 | $53,997 | $98,776-45.3% | $149,745-63.9% | $79,856-32.4% |
| Participation rate | 52.6% | 75.8%-23.2pp | 82.5%-29.9pp | 69.6%-17.0pp |
| Annual return | 20.41% | 27.38%-7.0pp | 276.72%-256.3pp | 31.71%-11.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,168 | $5,681+96.6% | $6,843+63.2% | $3,741+198.6% |
| Admin fee / account holder | $22,189 | $6,053+266.6% | $9,312+138.3% | $5,306+318.1% |