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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 | $27,313 | $115,810-76.4% | $101,271-73.0% | $158,966-82.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 12.25% | 56.15%-43.9pp | 46.48%-34.2pp | 302.95%-290.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,157 | $4,958+24.2% | $4,371+40.9% | $5,983+2.9% |
| Admin fee / account holder | $2,232 | $7,248-69.2% | $5,948-62.5% | $11,250-80.2% |