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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 | $48,578 | $72,071-32.6% | $68,368-28.9% | $137,256-64.6% |
| Participation rate | 15.4% | 76.2%-60.9pp | 73.8%-58.4pp | 80.0%-64.6pp |
| Annual return | 18.80% | 353.14%-334.3pp | 292.57%-273.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $727 | $4,410-83.5% | $4,123-82.4% | $6,407-88.7% |
| Admin fee / account holder | $692 | $5,336-87.0% | $5,150-86.6% | $12,270-94.4% |