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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 | $40,420 | $117,895-65.7% | $102,460-60.6% | $145,897-72.3% |
| Participation rate | 15.0% | 78.6%-63.6pp | 76.5%-61.5pp | 80.3%-65.3pp |
| Annual return | 18.56% | 31.92%-13.4pp | 29.47%-10.9pp | 552.29%-533.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,478 | $5,736-21.9% | $5,056-11.4% | $6,689-33.1% |
| Admin fee / account holder | $341 | $13,353-97.4% | $9,460-96.4% | $13,390-97.5% |