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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 | $79,218 | $115,814-31.6% | $101,275-21.8% | $158,982-50.2% |
| Participation rate | 38.5% | 79.4%-40.9pp | 75.8%-37.3pp | 82.0%-43.5pp |
| Annual return | 17.38% | 56.16%-38.8pp | 46.48%-29.1pp | 302.99%-285.6pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,396 | $4,958+8.8% | $4,371+23.5% | $5,983-9.8% |
| Admin fee / account holder | $30,761 | $7,249+324.4% | $5,948+417.2% | $11,252+173.4% |