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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 | $42,235 | $107,944-60.9% | $91,994-54.1% | $152,885-72.4% |
| Participation rate | 65.0% | 81.2%-16.2pp | 78.6%-13.6pp | 82.5%-17.5pp |
| Annual return | 61.42% | 89.26%-27.8pp | 69.03%-7.6pp | 345.39%-284.0pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,875 | $6,365-39.1% | $5,923-34.6% | $5,851-33.8% |
| Admin fee / account holder | $1,123 | $10,521-89.3% | $7,743-85.5% | $11,598-90.3% |