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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 | $60,119 | $102,393-41.3% | $147,041-59.1% | $80,911-25.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 13.61% | 134.95%-121.3pp | 419.21%-405.6pp | 35.63%-22.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,255 | $6,647+54.3% | $8,071+27.1% | $4,297+138.7% |
| Admin fee / account holder | $26,878 | $7,943+238.4% | $13,006+106.7% | $6,935+287.6% |