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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 | $34,521 | $84,697-59.2% | $73,845-53.3% | $125,393-72.5% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | 7.43% | 3123.66%-3116.2pp | 2267.91%-2260.5pp | 282.23%-274.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,628 | $3,993-9.1% | $3,583+1.3% | $5,351-32.2% |
| Admin fee / account holder | $3,446 | $5,692-39.5% | $4,881-29.4% | $9,541-63.9% |