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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 | $76,706 | $102,382-25.1% | $147,005-47.8% | $80,874-5.2% |
| Participation rate | 61.0% | 75.8%-14.8pp | 82.2%-21.1pp | 67.6%-6.6pp |
| Annual return | 15.22% | 134.89%-119.7pp | 418.76%-403.5pp | 35.62%-20.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,966 | $6,646-25.3% | $8,070-38.5% | $4,297+15.6% |
| Admin fee / account holder | $4,734 | $7,942-40.4% | $13,006-63.6% | $6,935-31.7% |