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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 | $44,862 | $85,766-47.7% | $136,298-67.1% | $70,126-36.0% |
| Participation rate | 69.2% | 74.2%-4.9pp | 81.9%-12.7pp | 69.5%-0.3pp |
| Annual return | 27.41% | 31.46%-4.0pp | 5156.27%-5128.9pp | 73.15%-45.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $10,061 | $5,051+99.2% | $6,247+61.0% | $3,332+202.0% |
| Admin fee / account holder | $4,227 | $5,421-22.0% | $9,244-54.3% | $4,645-9.0% |