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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 | $70,564 | $157,829-55.3% | $136,867-48.4% | $198,609-64.5% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 13.91% | 51.25%-37.3pp | 42.97%-29.1pp | 202.70%-188.8pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,768 | $5,463+5.6% | $4,924+17.2% | $6,977-17.3% |
| Admin fee / account holder | $72,744 | $11,107+554.9% | $10,340+603.5% | $19,030+282.3% |