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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 | $52,296 | $99,652-47.5% | $78,778-33.6% | $147,586-64.6% |
| Participation rate | 41.7% | 76.2%-34.6pp | 69.2%-27.5pp | 82.8%-41.2pp |
| Annual return | 14.81% | 47.28%-32.5pp | 35.62%-20.8pp | 578.59%-563.8pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $910 | $3,664-75.2% | $2,958-69.2% | $5,439-83.3% |
| Admin fee / account holder | $353 | $7,155-95.1% | $5,134-93.1% | $10,886-96.8% |