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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 | $67,434 | $98,760-31.7% | $149,715-55.0% | $79,858-15.6% |
| Participation rate | 69.2% | 75.8%-6.5pp | 82.5%-13.2pp | 69.6%-0.4pp |
| Annual return | 43.05% | 27.43%+15.6pp | 276.66%-233.6pp | 31.72%+11.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,536 | $5,681+67.9% | $6,842+39.4% | $3,740+155.0% |
| Admin fee / account holder | $22,804 | $6,053+276.7% | $9,310+144.9% | $5,306+329.8% |