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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 | $28,289 | $85,766-67.0% | $136,298-79.2% | $70,126-59.7% |
| Participation rate | 26.9% | 74.2%-47.2pp | 81.9%-55.0pp | 69.5%-42.6pp |
| Annual return | 44.79% | 31.46%+13.3pp | 5156.27%-5111.5pp | 73.15%-28.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,894 | $5,051-3.1% | $6,247-21.7% | $3,332+46.9% |
| Admin fee / account holder | $5,735 | $5,421+5.8% | $9,244-38.0% | $4,645+23.5% |