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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 | $47,305 | $154,209-69.3% | $130,062-63.6% | $139,487-66.1% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.5%-58.5pp | 80.3%-60.3pp |
| Annual return | 12.06% | 32.52%-20.5pp | -137.37%+149.4pp | 373.84%-361.8pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,571 | $6,709-46.8% | $5,821-38.6% | $6,713-46.8% |
| Admin fee / account holder | $25,465 | $13,988+82.0% | $10,601+140.2% | $11,407+123.2% |