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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 | $41,145 | $95,979-57.1% | $74,551-44.8% | $135,380-69.6% |
| Participation rate | 30.4% | 75.7%-45.2pp | 69.1%-38.7pp | 82.6%-52.2pp |
| Annual return | 2.92% | 56.97%-54.0pp | 32.53%-29.6pp | 519.81%-516.9pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,709 | $3,844-55.5% | $3,108-45.0% | $5,609-69.5% |
| Admin fee / account holder | $7,059 | $6,522+8.2% | $5,059+39.5% | $10,828-34.8% |