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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 | $42,397 | $103,008-58.8% | $90,304-53.1% | $152,897-72.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 22.79% | 95.22%-72.4pp | 78.13%-55.3pp | 345.43%-322.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $800 | $4,281-81.3% | $3,885-79.4% | $5,851-86.3% |
| Admin fee / account holder | $447 | $6,175-92.8% | $5,354-91.7% | $11,599-96.1% |