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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 | $46,579 | $96,123-51.5% | $77,361-39.8% | $198,609-76.5% |
| Participation rate | 44.4% | 81.1%-36.7pp | 75.0%-30.5pp | 82.4%-37.9pp |
| Annual return | 7.58% | 2054.81%-2047.2pp | 1011.54%-1004.0pp | 202.70%-195.1pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,943 | $4,975-40.8% | $3,911-24.7% | $6,977-57.8% |
| Admin fee / account holder | $19,891 | $9,471+110.0% | $5,894+237.5% | $19,030+4.5% |