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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 | $82,104 | $85,766-4.3% | $136,298-39.8% | $70,126+17.1% |
| Participation rate | 35.8% | 74.2%-38.3pp | 81.9%-46.1pp | 69.5%-33.7pp |
| Annual return | 14.67% | 31.46%-16.8pp | 5156.27%-5141.6pp | 73.15%-58.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,650 | $5,051-47.5% | $6,247-57.6% | $3,332-20.5% |
| Admin fee / account holder | $1,699 | $5,421-68.7% | $9,244-81.6% | $4,645-63.4% |