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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 | $76,295 | $102,382-25.5% | $147,005-48.1% | $80,874-5.7% |
| Participation rate | 65.3% | 75.8%-10.5pp | 82.2%-16.9pp | 67.6%-2.3pp |
| Annual return | 13.27% | 134.89%-121.6pp | 418.76%-405.5pp | 35.62%-22.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,399 | $6,646+71.5% | $8,070+41.3% | $4,297+165.3% |
| Admin fee / account holder | $40,647 | $7,942+411.8% | $13,006+212.5% | $6,935+486.1% |