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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 | $56,326 | $85,766-34.3% | $136,298-58.7% | $70,126-19.7% |
| Participation rate | 48.3% | 74.2%-25.9pp | 81.9%-33.6pp | 69.5%-21.3pp |
| Annual return | 18.48% | 31.46%-13.0pp | 5156.27%-5137.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,139 | $5,051-18.1% | $6,247-33.7% | $3,332+24.2% |
| Admin fee / account holder | $11,938 | $5,421+120.2% | $9,244+29.1% | $4,645+157.0% |