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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 | $48,669 | $70,366-30.8% | $66,674-27.0% | $138,895-65.0% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 17.83% | 386.41%-368.6pp | 321.24%-303.4pp | 145.39%-127.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,089 | $4,374-52.2% | $4,084-48.8% | $6,396-67.3% |
| Admin fee / account holder | $659 | $5,262-87.5% | $5,098-87.1% | $12,562-94.8% |