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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 | $78,833 | $150,435-47.6% | $120,580-34.6% | $145,897-46.0% |
| Participation rate | 40.0% | 78.8%-38.8pp | 72.0%-32.0pp | 80.3%-40.3pp |
| Annual return | 10.20% | 154.60%-144.4pp | 107.48%-97.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,250 | $6,174-31.2% | $4,995-14.9% | $6,689-36.5% |
| Admin fee / account holder | $44,912 | $12,182+268.7% | $9,418+376.9% | $13,390+235.4% |