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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 | $71,079 | $118,695-40.1% | $98,916-28.1% | $158,950-55.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 13.83% | 372.39%-358.6pp | 196.45%-182.6pp | 302.91%-289.1pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,153 | $5,088-57.7% | $4,245-49.3% | $5,983-64.0% |
| Admin fee / account holder | $1,351 | $10,132-86.7% | $6,642-79.7% | $11,248-88.0% |