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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 | $43,691 | $99,652-56.2% | $78,778-44.5% | $147,586-70.4% |
| Participation rate | 42.9% | 76.2%-33.4pp | 69.2%-26.3pp | 82.8%-40.0pp |
| Annual return | 12.07% | 47.28%-35.2pp | 35.62%-23.5pp | 578.59%-566.5pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $977 | $3,664-73.3% | $2,958-67.0% | $5,439-82.0% |
| Admin fee / account holder | $81,927 | $7,155+1045.0% | $5,134+1495.8% | $10,886+652.6% |