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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 | $71,844 | $102,382-29.8% | $147,005-51.1% | $80,874-11.2% |
| Participation rate | 37.8% | 75.8%-38.0pp | 82.2%-44.3pp | 67.6%-29.8pp |
| Annual return | 13.87% | 134.89%-121.0pp | 418.76%-404.9pp | 35.62%-21.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,298 | $6,646-5.2% | $8,070-22.0% | $4,297+46.6% |
| Admin fee / account holder | $51,498 | $7,942+548.4% | $13,006+295.9% | $6,935+642.6% |