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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 | $46,426 | $102,393-54.7% | $147,041-68.4% | $80,911-42.6% |
| Participation rate | 34.4% | 75.9%-41.5pp | 82.2%-47.8pp | 67.6%-33.3pp |
| Annual return | 12.88% | 134.95%-122.1pp | 419.21%-406.3pp | 35.63%-22.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,026 | $6,647-54.5% | $8,071-62.5% | $4,297-29.6% |
| Admin fee / account holder | $4,467 | $7,943-43.8% | $13,006-65.7% | $6,935-35.6% |