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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 | $42,886 | $208,088-79.4% | $186,193-77.0% | $154,746-72.3% |
| Participation rate | 46.2% | 80.0%-33.8pp | 77.1%-31.0pp | 80.7%-34.5pp |
| Annual return | 9.32% | 89.97%-80.7pp | 78.03%-68.7pp | 172.34%-163.0pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,424 | $7,078-65.8% | $6,513-62.8% | $6,730-64.0% |
| Admin fee / account holder | $3,052 | $11,698-73.9% | $11,058-72.4% | $14,365-78.8% |