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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 | $47,862 | $106,749-55.2% | $145,433-67.1% | $82,448-41.9% |
| Participation rate | 66.0% | 75.6%-9.7pp | 82.1%-16.2pp | 68.1%-2.1pp |
| Annual return | 46.48% | 27.59%+18.9pp | 66.58%-20.1pp | 41.64%+4.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,989 | $6,519+53.2% | $7,897+26.5% | $4,139+141.3% |
| Admin fee / account holder | $1,891 | $8,390-77.5% | $13,129-85.6% | $7,234-73.9% |