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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 | $78,937 | $155,833-49.3% | $124,693-36.7% | $167,518-52.9% |
| Participation rate | 44.4% | 81.1%-36.7pp | 74.6%-30.2pp | 82.1%-37.7pp |
| Annual return | 21.72% | 17.98%+3.7pp | 5144.19%-5122.5pp | 478.71%-457.0pp |
| Employer contribution / active EE | $0 | $4,164-100.0% | $3,324-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,749 | $5,675-16.3% | $4,615+2.9% | $6,342-25.1% |
| Admin fee / account holder | $340 | $9,534-96.4% | $7,494-95.5% | $12,312-97.2% |