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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 | $42,222 | $85,766-50.8% | $136,298-69.0% | $70,126-39.8% |
| Participation rate | 54.8% | 74.2%-19.3pp | 81.9%-27.1pp | 69.5%-14.7pp |
| Annual return | 38.92% | 31.46%+7.5pp | 5156.27%-5117.3pp | 73.15%-34.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,177 | $5,051-56.9% | $6,247-65.2% | $3,332-34.7% |
| Admin fee / account holder | $5,773 | $5,421+6.5% | $9,244-37.6% | $4,645+24.3% |