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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 | $77,744 | $102,393-24.1% | $147,041-47.1% | $80,911-3.9% |
| Participation rate | 40.0% | 75.9%-35.9pp | 82.2%-42.2pp | 67.6%-27.6pp |
| Annual return | 36.07% | 134.95%-98.9pp | 419.21%-383.1pp | 35.63%+0.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,005 | $6,647-39.8% | $8,071-50.4% | $4,297-6.8% |
| Admin fee / account holder | $11,946 | $7,943+50.4% | $13,006-8.2% | $6,935+72.3% |