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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 | $48,942 | $112,933-56.7% | $90,970-46.2% | $158,982-69.2% |
| Participation rate | 43.5% | 74.7%-31.3pp | 69.0%-25.5pp | 82.0%-38.5pp |
| Annual return | 10.44% | 215.82%-205.4pp | 134.60%-124.2pp | 302.99%-292.6pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,033 | $4,128-50.7% | $3,373-39.7% | $5,983-66.0% |
| Admin fee / account holder | $10,451 | $8,047+29.9% | $5,961+75.3% | $11,252-7.1% |