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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 | $42,364 | $85,766-50.6% | $136,297-68.9% | $70,131-39.6% |
| Participation rate | 48.4% | 74.2%-25.8pp | 81.9%-33.5pp | 69.5%-21.2pp |
| Annual return | 20.36% | 31.45%-11.1pp | 5156.16%-5135.8pp | 73.14%-52.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,393 | $5,051-32.8% | $6,247-45.7% | $3,332+1.8% |
| Admin fee / account holder | $1,605 | $5,420-70.4% | $9,244-82.6% | $4,645-65.4% |