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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 | $61,174 | $102,422-40.3% | $147,117-58.4% | $80,959-24.4% |
| Participation rate | 12.5% | 75.9%-63.4pp | 82.2%-69.7pp | 67.7%-55.2pp |
| 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 | $4,712 | $6,652-29.2% | $8,065-41.6% | $4,300+9.6% |
| Admin fee / account holder | $12,972 | $7,953+63.1% | $12,993-0.2% | $6,925+87.3% |