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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 | $42,584 | $85,766-50.3% | $136,298-68.8% | $70,126-39.3% |
| Participation rate | 63.9% | 74.2%-10.3pp | 81.9%-18.0pp | 69.5%-5.7pp |
| Annual return | 34.02% | 31.46%+2.6pp | 5156.27%-5122.3pp | 73.15%-39.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,835 | $5,051-24.1% | $6,247-38.6% | $3,332+15.1% |
| Admin fee / account holder | $3,145 | $5,421-42.0% | $9,244-66.0% | $4,645-32.3% |