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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 | $73,002 | $85,766-14.9% | $136,298-46.4% | $70,126+4.1% |
| Participation rate | 26.7% | 74.2%-47.5pp | 81.9%-55.3pp | 69.5%-42.9pp |
| Annual return | 17.33% | 31.46%-14.1pp | 5156.27%-5138.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,316 | $5,051-14.6% | $6,247-30.9% | $3,332+29.5% |
| Admin fee / account holder | $9,315 | $5,421+71.8% | $9,244+0.8% | $4,645+100.5% |