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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 | $49,612 | $150,346-67.0% | $120,524-58.8% | $145,877-66.0% |
| Participation rate | 12.5% | 78.8%-66.3pp | 71.9%-59.4pp | 80.3%-67.8pp |
| Annual return | 9.82% | 154.40%-144.6pp | 107.36%-97.5pp | 551.28%-541.5pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,316 | $6,172-62.5% | $4,994-53.6% | $6,691-65.4% |
| Admin fee / account holder | $267,752 | $12,215+2091.9% | $9,440+2736.4% | $13,402+1897.8% |