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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 | $52,049 | $72,177-27.9% | $115,038-54.8% | $59,633-12.7% |
| Participation rate | 47.3% | 72.6%-25.3pp | 81.4%-34.1pp | 68.7%-21.4pp |
| Annual return | 4.96% | 12.02%-7.1pp | 26.14%-21.2pp | 2041.45%-2036.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,187 | $4,783+29.4% | $6,026+2.7% | $3,192+93.8% |
| Admin fee / account holder | $12,716 | $4,927+158.1% | $8,175+55.5% | $4,297+195.9% |