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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 | $102,393-29.8% | $147,041-51.1% | $80,911-11.2% |
| Participation rate | 37.8% | 75.9%-38.0pp | 82.2%-44.3pp | 67.6%-29.8pp |
| Annual return | 13.87% | 134.95%-121.1pp | 419.21%-405.3pp | 35.63%-21.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,298 | $6,647-5.3% | $8,071-22.0% | $4,297+46.6% |
| Admin fee / account holder | $51,498 | $7,943+548.3% | $13,006+295.9% | $6,935+642.6% |