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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 | $45,536 | $100,060-54.5% | $149,721-69.6% | $70,126-35.1% |
| Participation rate | 45.6% | 83.6%-38.0pp | 87.1%-41.5pp | 69.5%-24.0pp |
| Annual return | 20.36% | 27.46%-7.1pp | 1501.67%-1481.3pp | 73.15%-52.8pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,951 | $4,982-20.7% | $6,568-39.9% | $3,332+18.6% |
| Admin fee / account holder | $6,140 | $8,285-25.9% | $11,282-45.6% | $4,645+32.2% |