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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 | $30,643 | $105,200-70.9% | $159,474-80.8% | $85,847-64.3% |
| Participation rate | 44.8% | 75.8%-31.0pp | 82.8%-38.0pp | 69.3%-24.5pp |
| Annual return | 24.05% | 45.08%-21.0pp | 263.68%-239.6pp | 318.61%-294.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,560 | $5,946-6.5% | $7,353-24.4% | $3,952+40.7% |
| Admin fee / account holder | $498 | $6,934-92.8% | $10,802-95.4% | $6,261-92.1% |