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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 | $69,431 | $102,393-32.2% | $147,041-52.8% | $80,911-14.2% |
| Participation rate | 40.6% | 75.9%-35.2pp | 82.2%-41.5pp | 67.6%-27.0pp |
| Annual return | 14.37% | 134.95%-120.6pp | 419.21%-404.8pp | 35.63%-21.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,202 | $6,647-6.7% | $8,071-23.2% | $4,297+44.3% |
| Admin fee / account holder | $24,879 | $7,943+213.2% | $13,006+91.3% | $6,935+258.8% |