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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 | $66,231 | $69,708-5.0% | $67,560-2.0% | $74,478-11.1% |
| Participation rate | 40.0% | 71.4%-31.4pp | 72.9%-32.9pp | 67.2%-27.2pp |
| Annual return | 12.81% | -40.67%+53.5pp | 3533.50%-3520.7pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $2,737-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,507 | $3,637-58.6% | $4,004-62.4% | $4,350-65.4% |
| Admin fee / account holder | $4,170 | $887+370.1% | $3,994+4.4% | $1,946+114.3% |