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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 | $43,809 | $104,937-58.3% | $84,628-48.2% | $152,897-71.3% |
| Participation rate | 15.0% | 74.8%-59.8pp | 68.2%-53.2pp | 82.5%-67.5pp |
| Annual return | 16.74% | 373.88%-357.1pp | 258.80%-242.1pp | 345.43%-328.7pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,299 | $4,690-72.3% | $3,900-66.7% | $5,851-77.8% |
| Admin fee / account holder | $29,595 | $6,243+374.0% | $4,914+502.3% | $11,599+155.1% |