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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 | $69,061 | $72,071-4.2% | $68,368+1.0% | $137,256-49.7% |
| Participation rate | 27.8% | 76.2%-48.5pp | 73.8%-46.0pp | 80.0%-52.2pp |
| Annual return | 25.70% | 353.14%-327.4pp | 292.57%-266.9pp | 220.34%-194.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,728 | $4,410-60.8% | $4,123-58.1% | $6,407-73.0% |
| Admin fee / account holder | $19,103 | $5,336+258.0% | $5,150+270.9% | $12,270+55.7% |