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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 | $69,167 | $102,382-32.4% | $147,005-52.9% | $80,874-14.5% |
| Participation rate | 51.4% | 75.8%-24.4pp | 82.2%-30.7pp | 67.6%-16.2pp |
| Annual return | 16.83% | 134.89%-118.1pp | 418.76%-401.9pp | 35.62%-18.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,369 | $6,646-34.3% | $8,070-45.9% | $4,297+1.7% |
| Admin fee / account holder | $18,164 | $7,942+128.7% | $13,006+39.7% | $6,935+161.9% |