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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 | $41,554 | $152,592-72.8% | $125,180-66.8% | $152,885-72.8% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 13.15% | 54.84%-41.7pp | 43.79%-30.6pp | 345.39%-332.2pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $19,526 | $5,868+232.7% | $4,937+295.5% | $5,851+233.7% |
| Admin fee / account holder | $42,535 | $13,435+216.6% | $9,703+338.4% | $11,598+266.7% |