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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 | $59,778 | $99,079-39.7% | $78,002-23.4% | $273,972-78.2% |
| Participation rate | 27.8% | 78.6%-50.8pp | 75.5%-47.7pp | 83.0%-55.2pp |
| Annual return | 3.50% | 217.93%-214.4pp | 425.99%-422.5pp | 41.46%-38.0pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,266 | $4,306-70.6% | $3,497-63.8% | $5,287-76.1% |
| Admin fee / account holder | $8,959 | $8,954+0.1% | $5,481+63.5% | $10,133-11.6% |