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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 | $69,691 | $107,363-35.1% | $92,909-25.0% | $152,897-54.4% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 15.24% | 145.63%-130.4pp | 109.44%-94.2pp | 345.43%-330.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,980 | $4,848-38.5% | $4,238-29.7% | $5,851-49.1% |
| Admin fee / account holder | $60,105 | $7,082+748.8% | $5,795+937.2% | $11,599+418.2% |