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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 | $45,994 | $154,193-70.2% | $130,045-64.6% | $139,466-67.0% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.5%-53.5pp | 80.3%-55.3pp |
| Annual return | 21.82% | 32.51%-10.7pp | -137.30%+159.1pp | 373.66%-351.8pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,444 | $6,709-48.7% | $5,820-40.8% | $6,712-48.7% |
| Admin fee / account holder | $590 | $13,989-95.8% | $10,600-94.4% | $11,409-94.8% |