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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 | $37,943 | $106,008-64.2% | $92,240-58.9% | $147,586-74.3% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 10.87% | 50.05%-39.2pp | 176.29%-165.4pp | 578.59%-567.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,658 | $4,478-40.6% | $3,897-31.8% | $5,439-51.1% |
| Admin fee / account holder | $2,812 | $6,333-55.6% | $5,194-45.9% | $10,886-74.2% |