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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 | $118,033 | $127,790-7.6% | $106,555+10.8% | $167,536-29.5% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 13.52% | 33.88%-20.4pp | 26.80%-13.3pp | 478.82%-465.3pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,182 | $5,088-37.5% | $4,399-27.7% | $6,342-49.8% |
| Admin fee / account holder | $44,295 | $11,229+294.5% | $7,408+497.9% | $12,315+259.7% |