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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 | $73,676 | $106,264-30.7% | $147,117-49.9% | $77,762-5.3% |
| Participation rate | 30.0% | 78.4%-48.4pp | 82.2%-52.2pp | 70.6%-40.6pp |
| Annual return | 26.43% | 56.94%-30.5pp | 420.54%-394.1pp | 31.27%-4.8pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,206 | $8,003-47.4% | $8,065-47.8% | $4,651-9.6% |
| Admin fee / account holder | $10,061 | $334+2909.1% | $12,993-22.6% | $433+2224.1% |