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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 | $49,074 | $100,203-51.0% | $85,240-42.4% | $145,897-66.4% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 20.95% | 84.28%-63.3pp | 66.75%-45.8pp | 552.29%-531.3pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,219 | $5,299+55.1% | $4,527+81.5% | $6,689+22.9% |
| Admin fee / account holder | $1,947 | $7,265-73.2% | $6,165-68.4% | $13,390-85.5% |