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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 | $49,593 | $103,008-51.9% | $90,304-45.1% | $152,897-67.6% |
| Participation rate | 43.5% | 75.9%-32.4pp | 73.3%-29.8pp | 82.5%-39.0pp |
| Annual return | 16.95% | 95.22%-78.3pp | 78.13%-61.2pp | 345.43%-328.5pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,493 | $4,281-65.1% | $3,885-61.6% | $5,851-74.5% |
| Admin fee / account holder | $2,459 | $6,175-60.2% | $5,354-54.1% | $11,599-78.8% |