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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 | $66,016 | $104,251-36.7% | $91,004-27.5% | $147,586-55.3% |
| Participation rate | 47.4% | 78.2%-30.9pp | 75.6%-28.2pp | 82.8%-35.5pp |
| Annual return | 61.58% | 27.06%+34.5pp | 4.60%+57.0pp | 578.59%-517.0pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,283 | $4,195+49.8% | $3,548+77.1% | $5,439+15.5% |
| Admin fee / account holder | $2,279 | $8,948-74.5% | $5,417-57.9% | $10,886-79.1% |