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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 | $50,174 | $112,933-55.6% | $90,970-44.8% | $158,982-68.4% |
| Participation rate | 26.3% | 74.7%-48.4pp | 69.0%-42.7pp | 82.0%-55.7pp |
| Annual return | 21.51% | 215.82%-194.3pp | 134.60%-113.1pp | 302.99%-281.5pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,284 | $4,128-68.9% | $3,373-61.9% | $5,983-78.5% |
| Admin fee / account holder | $4,197 | $8,047-47.8% | $5,961-29.6% | $11,252-62.7% |