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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 | $38,464 | $85,766-55.2% | $136,298-71.8% | $70,126-45.1% |
| Participation rate | 35.3% | 74.2%-38.9pp | 81.9%-46.6pp | 69.5%-34.2pp |
| Annual return | 14.49% | 31.46%-17.0pp | 5156.27%-5141.8pp | 73.15%-58.7pp |
| Employer contribution / active EE | $25 | $2,966-99.2% | $4,696-99.5% | $2,343-98.9% |
| Participant deferral / active EE | $4,544 | $5,051-10.0% | $6,247-27.3% | $3,332+36.4% |
| Admin fee / account holder | $12,385 | $5,421+128.5% | $9,244+34.0% | $4,645+166.6% |