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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 | $72,734 | $129,737-43.9% | $119,126-38.9% | $154,746-53.0% |
| Participation rate | 28.6% | 78.9%-50.3pp | 75.8%-47.2pp | 80.7%-52.1pp |
| Annual return | 25.51% | 379.08%-353.6pp | 282.11%-256.6pp | 172.34%-146.8pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,859 | $5,842-68.2% | $5,318-65.0% | $6,730-72.4% |
| Admin fee / account holder | $35,000 | $11,961+192.6% | $10,693+227.3% | $14,365+143.6% |