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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 | $72,121 | $102,422-29.6% | $147,117-51.0% | $80,959-10.9% |
| Participation rate | 42.3% | 75.9%-33.6pp | 82.2%-39.9pp | 67.7%-25.4pp |
| Annual return | 38.04% | 135.16%-97.1pp | 420.54%-382.5pp | 35.67%+2.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,713 | $6,652-29.1% | $8,065-41.6% | $4,300+9.6% |
| Admin fee / account holder | $17,438 | $7,953+119.2% | $12,993+34.2% | $6,925+151.8% |