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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 | $102,429-25.5% | $147,096-48.1% | $80,925-5.7% |
| Participation rate | 65.3% | 75.9%-10.6pp | 82.2%-16.9pp | 67.7%-2.4pp |
| Annual return | 13.27% | 135.02%-121.8pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,399 | $6,649+71.5% | $8,071+41.2% | $4,299+165.2% |
| Admin fee / account holder | $40,647 | $7,957+410.8% | $13,005+212.5% | $6,940+485.7% |