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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 | $84,352 | $102,385-17.6% | $147,080-42.6% | $80,935+4.2% |
| Participation rate | 46.2% | 75.9%-29.7pp | 82.2%-36.0pp | 67.7%-21.5pp |
| Annual return | 14.85% | 135.09%-120.2pp | 420.17%-405.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,538 | $6,651-1.7% | $8,066-18.9% | $4,299+52.1% |
| Admin fee / account holder | $20,212 | $7,951+154.2% | $12,989+55.6% | $6,924+191.9% |