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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 | $40,442 | $157,296-74.3% | $141,191-71.4% | $152,897-73.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 266.37% | 64.34%+202.0pp | 71.41%+195.0pp | 345.43%-79.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $14,612 | $7,111+105.5% | $6,710+117.8% | $5,851+149.7% |
| Admin fee / account holder | $8,616 | $12,125-28.9% | $10,264-16.1% | $11,599-25.7% |