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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 | $39,483 | $115,901-65.9% | $100,525-60.7% | $158,931-75.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 119.81% | 34.80%+85.0pp | 30.89%+88.9pp | 302.86%-183.0pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,031 | $6,675-69.6% | $6,270-67.6% | $5,982-66.0% |
| Admin fee / account holder | $2,727 | $10,998-75.2% | $8,082-66.3% | $11,247-75.8% |