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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 | $68,208 | $152,619-55.3% | $125,195-45.5% | $152,909-55.4% |
| Participation rate | 44.4% | 83.3%-38.9pp | 79.8%-35.3pp | 82.5%-38.0pp |
| Annual return | 16.93% | 54.85%-37.9pp | 43.79%-26.9pp | 345.46%-328.5pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,422 | $5,869-58.7% | $4,937-50.9% | $5,851-58.6% |
| Admin fee / account holder | $24,283 | $13,437+80.7% | $9,704+150.2% | $11,601+109.3% |