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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 | $47,245 | $98,240-51.9% | $82,313-42.6% | $147,585-68.0% |
| Participation rate | 41.7% | 79.7%-38.1pp | 76.9%-35.2pp | 82.8%-41.2pp |
| Annual return | 18.62% | 30.85%-12.2pp | 25.88%-7.3pp | 578.58%-560.0pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,468 | $4,383+24.7% | $3,706+47.5% | $5,439+0.5% |
| Admin fee / account holder | $17,229 | $8,563+101.2% | $5,608+207.2% | $10,886+58.3% |