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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 | $72,965 | $80,812-9.7% | $160,784-54.6% | $82,448-11.5% |
| Participation rate | 32.1% | 66.2%-34.2pp | 77.0%-44.9pp | 68.1%-36.0pp |
| Annual return | 21.78% | 100.59%-78.8pp | 1803.92%-1782.1pp | 41.64%-19.9pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,173 | $4,335-3.7% | $6,293-33.7% | $4,139+0.8% |
| Admin fee / account holder | $5,277 | $7,695-31.4% | $9,717-45.7% | $7,234-27.1% |