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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 | $102,422-24.1% | $147,117-47.2% | $80,959-4.0% |
| Participation rate | 40.0% | 75.9%-35.9pp | 82.2%-42.2pp | 67.7%-27.7pp |
| Annual return | 36.07% | 135.16%-99.1pp | 420.54%-384.5pp | 35.67%+0.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,005 | $6,652-39.8% | $8,065-50.3% | $4,300-6.9% |
| Admin fee / account holder | $11,946 | $7,953+50.2% | $12,993-8.1% | $6,925+72.5% |