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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 | $33,876 | $81,696-58.5% | $70,494-51.9% | $158,982-78.7% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 10.64% | 208.70%-198.1pp | 109.16%-98.5pp | 302.99%-292.3pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,721 | $4,558-40.3% | $3,711-26.7% | $5,983-54.5% |
| Admin fee / account holder | $10,270 | $6,200+65.7% | $3,848+166.9% | $11,252-8.7% |