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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 | $39,719 | $127,779-68.9% | $106,551-62.7% | $167,518-76.3% |
| Participation rate | 55.6% | 78.3%-22.7pp | 76.1%-20.6pp | 82.1%-26.6pp |
| Annual return | 67.56% | 33.87%+33.7pp | 26.80%+40.8pp | 478.71%-411.1pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,931 | $5,088+75.5% | $4,398+103.0% | $6,342+40.8% |
| Admin fee / account holder | $6,628 | $11,228-41.0% | $7,408-10.5% | $12,312-46.2% |