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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 | $47,959 | $118,875-59.7% | $96,572-50.3% | $167,553-71.4% |
| Participation rate | 41.7% | 75.5%-33.8pp | 69.8%-28.2pp | 82.1%-40.4pp |
| Annual return | 13.23% | 50.50%-37.3pp | 37.79%-24.6pp | 478.89%-465.7pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,074 | $4,617-11.8% | $3,850+5.8% | $6,343-35.8% |
| Admin fee / account holder | $1,142 | $8,070-85.9% | $6,183-81.5% | $12,316-90.7% |