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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 | $34,845 | $110,093-68.3% | $97,295-64.2% | $145,897-76.1% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.2pp |
| Annual return | 19.36% | 244.76%-225.4pp | 75.62%-56.3pp | 552.29%-532.9pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,502 | $4,678-3.8% | $4,264+5.6% | $6,689-32.7% |
| Admin fee / account holder | $505 | $6,212-91.9% | $5,646-91.0% | $13,390-96.2% |