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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 | $45,386 | $81,208-44.1% | $98,920-54.1% | $79,852-43.2% |
| Participation rate | 10.7% | 72.5%-61.8pp | 76.0%-65.3pp | 69.6%-58.9pp |
| Annual return | 18.93% | 60.99%-42.1pp | 196.47%-177.5pp | 31.72%-12.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,149 | $3,265-34.2% | $4,245-49.4% | $3,740-42.6% |
| Admin fee / account holder | $11,109 | $6,013+84.8% | $6,643+67.2% | $5,306+109.4% |