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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 | $106,247-30.7% | $147,096-49.9% | $77,714-5.2% |
| Participation rate | 30.0% | 78.4%-48.4pp | 82.2%-52.2pp | 70.6%-40.6pp |
| Annual return | 26.43% | 56.87%-30.4pp | 419.75%-393.3pp | 31.26%-4.8pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $4,206 | $7,996-47.4% | $8,071-47.9% | $4,649-9.5% |
| Admin fee / account holder | $10,061 | $338+2874.2% | $13,005-22.6% | $433+2222.1% |