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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 | $81,798 | $85,766-4.6% | $136,298-40.0% | $70,126+16.6% |
| Participation rate | 67.1% | 74.2%-7.0pp | 81.9%-14.8pp | 69.5%-2.4pp |
| Annual return | 18.36% | 31.46%-13.1pp | 5156.27%-5137.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,454 | $5,051-11.8% | $6,247-28.7% | $3,332+33.7% |
| Admin fee / account holder | $2,941 | $5,421-45.7% | $9,244-68.2% | $4,645-36.7% |