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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 | $41,346 | $176,402-76.6% | $134,162-69.2% | $158,966-74.0% |
| Participation rate | 31.6% | 78.7%-47.1pp | 72.2%-40.6pp | 82.0%-50.4pp |
| Annual return | 7.15% | 63.66%-56.5pp | 36.35%-29.2pp | 302.95%-295.8pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,229 | $4,093-70.0% | $3,500-64.9% | $5,983-79.5% |
| Admin fee / account holder | $35,460 | $8,719+306.7% | $6,685+430.4% | $11,250+215.2% |