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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 | $44,306 | $58,311-24.0% | $81,882-45.9% | $80,959-45.3% |
| Participation rate | 67.9% | 63.5%+4.4pp | 72.4%-4.5pp | 67.7%+0.2pp |
| Annual return | 37.44% | 41.85%-4.4pp | 779.47%-742.0pp | 35.67%+1.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,271 | $3,287+273.3% | $4,323+183.9% | $4,300+185.4% |
| Admin fee / account holder | $9,544 | $4,752+100.8% | $7,360+29.7% | $6,925+37.8% |