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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 | $40,692 | $232,540-82.5% | $185,117-78.0% | $147,586-72.4% |
| Participation rate | 40.0% | 82.4%-42.4pp | 77.3%-37.3pp | 82.8%-42.8pp |
| Annual return | 13.98% | 43.03%-29.1pp | 40.50%-26.5pp | 578.59%-564.6pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,011 | $5,834-48.4% | $5,045-40.3% | $5,439-44.6% |
| Admin fee / account holder | $37,091 | $10,275+261.0% | $8,159+354.6% | $10,886+240.7% |