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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 | $136,860-60.7% | $120,344-55.3% | $154,746-65.3% |
| Participation rate | 46.2% | 79.9%-33.7pp | 76.7%-30.6pp | 80.7%-34.5pp |
| Annual return | 155.23% | 21.38%+133.9pp | 20.30%+134.9pp | 172.34%-17.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,928 | $5,793+54.1% | $5,135+73.9% | $6,730+32.6% |
| Admin fee / account holder | $357 | $15,393-97.7% | $12,742-97.2% | $14,365-97.5% |