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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 | $40,193 | $102,382-60.7% | $147,005-72.7% | $80,874-50.3% |
| Participation rate | 28.0% | 75.8%-47.8pp | 82.2%-54.2pp | 67.6%-39.6pp |
| Annual return | 16.28% | 134.89%-118.6pp | 418.76%-402.5pp | 35.62%-19.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,734 | $6,646+61.5% | $8,070+33.0% | $4,297+149.8% |
| Admin fee / account holder | $14,771 | $7,942+86.0% | $13,006+13.6% | $6,935+113.0% |