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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 | $45,149 | $77,145-41.5% | $108,410-58.4% | $85,856-47.4% |
| Participation rate | 51.4% | 74.7%-23.2pp | 80.1%-28.7pp | 69.3%-17.9pp |
| Annual return | 17.95% | 44.54%-26.6pp | 905.34%-887.4pp | 318.58%-300.6pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,300 | $5,566+49.1% | $6,562+26.5% | $3,952+110.0% |
| Admin fee / account holder | $6,903 | $5,172+33.5% | $7,296-5.4% | $6,261+10.3% |