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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 | $66,320 | $78,607-15.6% | $105,624-37.2% | $74,478-11.0% |
| Participation rate | 46.7% | 72.8%-26.1pp | 75.3%-28.6pp | 67.2%-20.6pp |
| Annual return | 13.39% | 15.96%-2.6pp | 116.20%-102.8pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,117 | $4,325-4.8% | $5,013-17.9% | $4,350-5.4% |
| Admin fee / account holder | $9,660 | $2,220+335.2% | $10,961-11.9% | $1,946+396.4% |