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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 | $93,486 | $154,754-39.6% | $124,206-24.7% | $138,895-32.7% |
| Participation rate | 22.2% | 75.5%-53.3pp | 69.6%-47.4pp | 79.9%-57.7pp |
| Annual return | 10.93% | 709.28%-698.4pp | 515.27%-504.3pp | 145.39%-134.5pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,050 | $4,621-55.6% | $3,968-48.3% | $6,396-67.9% |
| Admin fee / account holder | $34,079 | $6,690+409.4% | $5,929+474.8% | $12,562+171.3% |