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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 | $41,799 | $136,179-69.3% | $98,755-57.7% | $167,518-75.0% |
| Participation rate | 44.4% | 70.2%-25.8pp | 65.7%-21.3pp | 82.1%-37.7pp |
| Annual return | 17.19% | 67.53%-50.3pp | 49.91%-32.7pp | 478.71%-461.5pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,015 | $3,716-72.7% | $3,035-66.6% | $6,342-84.0% |
| Admin fee / account holder | $338 | $5,031-93.3% | $4,076-91.7% | $12,312-97.3% |