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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 | $70,996 | $84,713-16.2% | $75,717-6.2% | $167,518-57.6% |
| Participation rate | 45.8% | 77.8%-32.0pp | 74.8%-29.0pp | 82.1%-36.3pp |
| Annual return | 17.16% | 199.49%-182.3pp | 104.58%-87.4pp | 478.71%-461.6pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,941 | $4,578+7.9% | $3,821+29.3% | $6,342-22.1% |
| Admin fee / account holder | $9,352 | $5,357+74.6% | $3,619+158.4% | $12,312-24.0% |