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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 | $38,295 | $165,912-76.9% | $122,342-68.7% | $147,585-74.1% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 14.46% | 34.55%-20.1pp | 30.28%-15.8pp | 578.57%-564.1pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $400 | $4,005-90.0% | $3,287-87.8% | $5,439-92.6% |
| Admin fee / account holder | $7,371 | $7,424-0.7% | $5,478+34.5% | $10,885-32.3% |