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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 | $54,150 | $99,079-45.3% | $78,002-30.6% | $273,972-80.2% |
| Participation rate | 35.7% | 78.6%-42.9pp | 75.5%-39.8pp | 83.0%-47.3pp |
| Annual return | 3.36% | 217.93%-214.6pp | 425.99%-422.6pp | 41.46%-38.1pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,129 | $4,306-27.3% | $3,497-10.5% | $5,287-40.8% |
| Admin fee / account holder | $18,735 | $8,954+109.2% | $5,481+241.8% | $10,133+84.9% |