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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 | $44,983 | $98,766-54.5% | $149,730-70.0% | $79,852-43.7% |
| Participation rate | 54.2% | 75.8%-21.6pp | 82.5%-28.3pp | 69.6%-15.5pp |
| Annual return | 19.88% | 27.43%-7.5pp | 276.70%-256.8pp | 31.72%-11.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,325 | $5,681-41.5% | $6,843-51.4% | $3,740-11.1% |
| Admin fee / account holder | $3,791 | $6,052-37.4% | $9,310-59.3% | $5,306-28.6% |