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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 | $77,509 | $98,760-21.5% | $149,715-48.2% | $79,858-2.9% |
| Participation rate | 47.1% | 75.8%-28.7pp | 82.5%-35.4pp | 69.6%-22.6pp |
| Annual return | 18.41% | 27.43%-9.0pp | 276.66%-258.3pp | 31.72%-13.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,294 | $5,681-24.4% | $6,842-37.2% | $3,740+14.8% |
| Admin fee / account holder | $17,551 | $6,053+189.9% | $9,310+88.5% | $5,306+230.8% |