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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 | $40,131 | $142,426-71.8% | $115,167-65.2% | $152,909-73.8% |
| Participation rate | 54.5% | 82.4%-27.8pp | 75.9%-21.4pp | 82.5%-27.9pp |
| Annual return | 23.94% | 41.48%-17.5pp | 35.60%-11.7pp | 345.46%-321.5pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,432 | $5,165-52.9% | $4,169-41.7% | $5,851-58.4% |
| Admin fee / account holder | $8,841 | $8,464+4.5% | $7,089+24.7% | $11,601-23.8% |