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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 | $63,432 | $85,766-26.0% | $136,297-53.5% | $70,124-9.5% |
| Participation rate | 29.9% | 74.2%-44.3pp | 81.9%-52.1pp | 69.5%-39.7pp |
| Annual return | 21.58% | 31.45%-9.9pp | 5156.19%-5134.6pp | 73.14%-51.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,110 | $5,051+1.2% | $6,247-18.2% | $3,332+53.4% |
| Admin fee / account holder | $1,914 | $5,420-64.7% | $9,244-79.3% | $4,645-58.8% |