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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 | $12,102 | $77,908-84.5% | $149,696-91.9% | $75,173-83.9% |
| Participation rate | 45.5% | 65.6%-20.1pp | 78.8%-33.3pp | 67.2%-21.7pp |
| Annual return | 48.14% | 31.73%+16.4pp | 134.46%-86.3pp | 160.72%-112.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,005 | $3,411-11.9% | $5,682-47.1% | $4,126-27.2% |
| Admin fee / account holder | $1,302 | $5,950-78.1% | $13,212-90.1% | $5,651-77.0% |