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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 | $40,754 | $103,387-60.6% | $87,102-53.2% | $152,885-73.3% |
| Participation rate | 45.5% | 79.4%-33.9pp | 76.9%-31.4pp | 82.5%-37.0pp |
| Annual return | 89.23% | 28.10%+61.1pp | 28.19%+61.0pp | 345.39%-256.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,311 | $4,778-30.7% | $4,048-18.2% | $5,851-43.4% |
| Admin fee / account holder | $8,133 | $12,193-33.3% | $7,491+8.6% | $11,598-29.9% |