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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 | $53,744 | $124,425-56.8% | $112,040-52.0% | $137,256-60.8% |
| Participation rate | 46.2% | 79.3%-33.2pp | 76.5%-30.3pp | 80.0%-33.8pp |
| Annual return | 155.23% | 24.72%+130.5pp | 24.52%+130.7pp | 220.34%-65.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,928 | $5,718+56.1% | $5,098+75.1% | $6,407+39.3% |
| Admin fee / account holder | $357 | $15,207-97.7% | $12,098-97.1% | $12,270-97.1% |