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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 | $56,393 | $102,385-44.9% | $147,080-61.7% | $80,935-30.3% |
| Participation rate | 63.9% | 75.9%-12.0pp | 82.2%-18.3pp | 67.7%-3.8pp |
| Annual return | 53.41% | 135.09%-81.7pp | 420.17%-366.8pp | 35.66%+17.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $27,925 | $6,651+319.9% | $8,066+246.2% | $4,299+549.5% |
| Admin fee / account holder | $13,407 | $7,951+68.6% | $12,989+3.2% | $6,924+93.6% |