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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 | $41,091 | $97,125-57.7% | $86,233-52.3% | $137,256-70.1% |
| Participation rate | 47.6% | 74.2%-26.6pp | 69.0%-21.4pp | 80.0%-32.3pp |
| Annual return | 15.72% | 74.19%-58.5pp | 61.39%-45.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,464 | $5,180-33.1% | $4,559-24.0% | $6,407-45.9% |
| Admin fee / account holder | $3,382 | $9,725-65.2% | $8,342-59.5% | $12,270-72.4% |