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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 | $48,902 | $85,766-43.0% | $136,298-64.1% | $70,126-30.3% |
| Participation rate | 27.7% | 74.2%-46.4pp | 81.9%-54.2pp | 69.5%-41.8pp |
| Annual return | 22.39% | 31.46%-9.1pp | 5156.27%-5133.9pp | 73.15%-50.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,847 | $5,051-23.8% | $6,247-38.4% | $3,332+15.5% |
| Admin fee / account holder | $2,859 | $5,421-47.3% | $9,244-69.1% | $4,645-38.5% |