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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 | $43,961 | $158,852-72.3% | $121,220-63.7% | $135,380-67.5% |
| Participation rate | 33.3% | 79.3%-46.0pp | 71.8%-38.4pp | 82.6%-49.3pp |
| Annual return | 4.47% | -0.64%+5.1pp | 16.94%-12.5pp | 519.81%-515.3pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,163 | $4,006-46.0% | $3,345-35.3% | $5,609-61.4% |
| Admin fee / account holder | $98,311 | $6,515+1409.1% | $5,021+1858.1% | $10,828+807.9% |