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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 | $54,087 | $102,422-47.2% | $147,117-63.2% | $80,959-33.2% |
| Participation rate | 64.6% | 75.9%-11.3pp | 82.2%-17.6pp | 67.7%-3.1pp |
| Annual return | 12.62% | 135.16%-122.5pp | 420.54%-407.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,060 | $6,652-39.0% | $8,065-49.7% | $4,300-5.6% |
| Admin fee / account holder | $15,826 | $7,953+99.0% | $12,993+21.8% | $6,925+128.5% |