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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 | $28,807 | $85,766-66.4% | $136,297-78.9% | $70,124-58.9% |
| Participation rate | 51.6% | 74.2%-22.5pp | 81.9%-30.3pp | 69.5%-17.9pp |
| Annual return | 18.89% | 31.45%-12.6pp | 5156.19%-5137.3pp | 73.14%-54.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,305 | $5,051+5.0% | $6,247-15.1% | $3,332+59.2% |
| Admin fee / account holder | $1,499 | $5,420-72.3% | $9,244-83.8% | $4,645-67.7% |