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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 | $41,241 | $208,088-80.2% | $186,193-77.9% | $154,746-73.3% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 10.14% | 89.97%-79.8pp | 78.03%-67.9pp | 172.34%-162.2pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,112 | $7,078-70.2% | $6,513-67.6% | $6,730-68.6% |
| Admin fee / account holder | $35,408 | $11,698+202.7% | $11,058+220.2% | $14,365+146.5% |