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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 | $126,661-57.6% | $113,397-52.6% | $138,895-61.3% |
| Participation rate | 46.2% | 79.4%-33.3pp | 76.5%-30.3pp | 79.9%-33.8pp |
| Annual return | 155.23% | 25.05%+130.2pp | 23.20%+132.0pp | 145.39%+9.8pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,928 | $5,693+56.8% | $5,076+75.9% | $6,396+39.6% |
| Admin fee / account holder | $357 | $14,549-97.5% | $11,957-97.0% | $12,562-97.2% |