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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 | $40,929 | $85,171-51.9% | $172,752-76.3% | $72,975-43.9% |
| Participation rate | 27.0% | 70.1%-43.1pp | 82.6%-55.7pp | 69.5%-42.5pp |
| Annual return | 41.15% | 27.32%+13.8pp | 802.97%-761.8pp | 81.01%-39.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,000 | $3,260-8.0% | $5,198-42.3% | $3,608-16.9% |
| Admin fee / account holder | $7,211 | $5,880+22.6% | $13,955-48.3% | $5,124+40.7% |