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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 | $53,695 | $149,040-64.0% | $120,225-55.3% | $137,256-60.9% |
| Participation rate | 46.7% | 75.4%-28.8pp | 69.6%-22.9pp | 80.0%-33.3pp |
| Annual return | 19.86% | 605.68%-585.8pp | 439.23%-419.4pp | 220.34%-200.5pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,525 | $4,655+18.7% | $3,999+38.2% | $6,407-13.8% |
| Admin fee / account holder | $779 | $6,348-87.7% | $5,696-86.3% | $12,270-93.7% |