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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 | $43,367 | $112,935-61.6% | $90,970-52.3% | $158,966-72.7% |
| Participation rate | 63.6% | 74.7%-11.1pp | 69.0%-5.4pp | 82.0%-18.3pp |
| Annual return | 8.94% | 215.79%-206.8pp | 134.58%-125.6pp | 302.95%-294.0pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,767 | $4,129-8.8% | $3,373+11.7% | $5,983-37.0% |
| Admin fee / account holder | $42,092 | $8,045+423.2% | $5,960+606.2% | $11,250+274.2% |