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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 | $65,337 | $95,406-31.5% | $185,849-64.8% | $85,847-23.9% |
| Participation rate | 47.5% | 68.8%-21.3pp | 81.7%-34.3pp | 69.3%-21.9pp |
| Annual return | 30.32% | 23.59%+6.7pp | 122.10%-91.8pp | 318.61%-288.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,073 | $3,424-39.5% | $5,569-62.8% | $3,952-47.6% |
| Admin fee / account holder | $13,953 | $7,214+93.4% | $16,244-14.1% | $6,261+122.9% |