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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 | $72,261 | $85,766-15.7% | $136,298-47.0% | $70,126+3.0% |
| Participation rate | 37.8% | 74.2%-36.3pp | 81.9%-44.1pp | 69.5%-31.7pp |
| Annual return | 14.37% | 31.46%-17.1pp | 5156.27%-5141.9pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,403 | $5,051-52.4% | $6,247-61.5% | $3,332-27.9% |
| Admin fee / account holder | $4,327 | $5,421-20.2% | $9,244-53.2% | $4,645-6.9% |