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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 | $43,741 | $84,741-48.4% | $75,731-42.2% | $167,553-73.9% |
| Participation rate | 22.2% | 77.8%-55.6pp | 74.8%-52.6pp | 82.1%-59.9pp |
| Annual return | 9.98% | 199.72%-189.7pp | 104.65%-94.7pp | 478.89%-468.9pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,033 | $4,577-77.4% | $3,820-72.9% | $6,343-83.7% |
| Admin fee / account holder | $7,534 | $5,361+40.5% | $3,620+108.1% | $12,316-38.8% |