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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 | $41,395 | $98,760-58.1% | $149,715-72.4% | $79,858-48.2% |
| Participation rate | 52.3% | 75.8%-23.5pp | 82.5%-30.2pp | 69.6%-17.4pp |
| Annual return | 39.88% | 27.43%+12.4pp | 276.66%-236.8pp | 31.72%+8.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,224 | $5,681-25.7% | $6,842-38.3% | $3,740+12.9% |
| Admin fee / account holder | $2,077 | $6,053-65.7% | $9,310-77.7% | $5,306-60.9% |