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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 | $56,329 | $80,812-30.3% | $160,784-65.0% | $82,448-31.7% |
| Participation rate | 47.8% | 66.2%-18.5pp | 77.0%-29.2pp | 68.1%-20.3pp |
| Annual return | 18.22% | 100.59%-82.4pp | 1803.92%-1785.7pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,835 | $4,335-57.7% | $6,293-70.8% | $4,139-55.7% |
| Admin fee / account holder | $5,290 | $7,695-31.3% | $9,717-45.6% | $7,234-26.9% |