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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 | $42,488 | $85,766-50.5% | $136,298-68.8% | $70,126-39.4% |
| Participation rate | 69.2% | 74.2%-4.9pp | 81.9%-12.7pp | 69.5%-0.3pp |
| Annual return | 15.21% | 31.46%-16.2pp | 5156.27%-5141.1pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,352 | $5,051-13.8% | $6,247-30.3% | $3,332+30.6% |
| Admin fee / account holder | $3,233 | $5,421-40.4% | $9,244-65.0% | $4,645-30.4% |