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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 | $57,041 | $107,363-46.9% | $92,909-38.6% | $152,897-62.7% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 13.90% | 145.63%-131.7pp | 109.44%-95.5pp | 345.43%-331.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,200 | $4,848-34.0% | $4,238-24.5% | $5,851-45.3% |
| Admin fee / account holder | $31,810 | $7,082+349.2% | $5,795+448.9% | $11,599+174.2% |