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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 | $47,816 | $70,666-32.3% | $169,385-71.8% | $75,181-36.4% |
| Participation rate | 65.4% | 64.8%+0.6pp | 77.2%-11.8pp | 67.2%-1.8pp |
| Annual return | 16.14% | 36.37%-20.2pp | 405.82%-389.7pp | 160.69%-144.5pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,847 | $4,308-33.9% | $6,221-54.2% | $4,126-31.0% |
| Admin fee / account holder | $334 | $5,402-93.8% | $9,011-96.3% | $5,650-94.1% |