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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 | $34,048 | $82,674-58.8% | $125,381-72.8% | $68,486-50.3% |
| Participation rate | 37.0% | 75.1%-38.0pp | 82.4%-45.3pp | 67.9%-30.9pp |
| Annual return | 137.35% | -5.97%+143.3pp | 572.31%-435.0pp | -7.85%+145.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,603 | $6,111-24.7% | $7,448-38.2% | $4,028+14.3% |
| Admin fee / account holder | $1,909 | $6,277-69.6% | $10,007-80.9% | $5,404-64.7% |