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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 | $41,622 | $132,634-68.6% | $115,768-64.0% | $137,256-69.7% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.4%-9.7pp | 80.0%-15.3pp |
| Annual return | 14.50% | 160.70%-146.2pp | 100.46%-86.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,329 | $5,619-22.9% | $4,917-11.9% | $6,407-32.4% |
| Admin fee / account holder | $31,628 | $15,028+110.5% | $12,439+154.3% | $12,270+157.8% |