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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 | $37,921 | $85,766-55.8% | $136,297-72.2% | $70,124-45.9% |
| Participation rate | 62.2% | 74.2%-11.9pp | 81.9%-19.7pp | 69.5%-7.3pp |
| Annual return | 22.37% | 31.45%-9.1pp | 5156.19%-5133.8pp | 73.14%-50.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $10,081 | $5,051+99.6% | $6,247+61.4% | $3,332+202.6% |
| Admin fee / account holder | $4,106 | $5,420-24.2% | $9,244-55.6% | $4,645-11.6% |