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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 | $44,931 | $39,245+14.5% | $64,105-29.9% | $52,331-14.1% |
| Participation rate | 36.9% | 58.2%-21.3pp | 68.2%-31.3pp | 68.1%-31.2pp |
| Annual return | 11.28% | 14.79%-3.5pp | 791.24%-780.0pp | 4.54%+6.7pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,727 | $1,992-13.3% | $2,822-38.8% | $3,022-42.9% |
| Admin fee / account holder | $542 | $592-8.6% | $4,499-88.0% | $592-8.4% |