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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 | $81,558 | $105,200-22.5% | $159,474-48.9% | $85,847-5.0% |
| Participation rate | 51.5% | 75.8%-24.3pp | 82.8%-31.3pp | 69.3%-17.8pp |
| Annual return | 44.55% | 45.08%-0.5pp | 263.68%-219.1pp | 318.61%-274.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,779 | $5,946-2.8% | $7,353-21.4% | $3,952+46.2% |
| Admin fee / account holder | $1,301 | $6,934-81.2% | $10,802-88.0% | $6,261-79.2% |