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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 | $51,202 | $96,643-47.0% | $86,617-40.9% | $139,456-63.3% |
| Participation rate | 45.5% | 74.4%-29.0pp | 71.7%-26.2pp | 80.3%-34.9pp |
| Annual return | 15.92% | 106.57%-90.7pp | 591.91%-576.0pp | 373.45%-357.5pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,490 | $4,835-48.5% | $4,437-43.9% | $6,711-62.9% |
| Admin fee / account holder | $889 | $6,406-86.1% | $5,613-84.2% | $11,407-92.2% |