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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 | $39,869 | $51,638-22.8% | $129,406-69.2% | $80,959-50.8% |
| Participation rate | 37.5% | 56.9%-19.4pp | 69.6%-32.1pp | 67.7%-30.2pp |
| Annual return | 13.59% | 20.78%-7.2pp | 9468.18%-9454.6pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,525 | $2,670-5.5% | $4,167-39.4% | $4,300-41.3% |
| Admin fee / account holder | $6,460 | $4,313+49.8% | $7,689-16.0% | $6,925-6.7% |