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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 | $83,783 | $85,766-2.3% | $136,298-38.5% | $70,126+19.5% |
| Participation rate | 64.8% | 74.2%-9.3pp | 81.9%-17.1pp | 69.5%-4.7pp |
| Annual return | 16.40% | 31.46%-15.1pp | 5156.27%-5139.9pp | 73.15%-56.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,906 | $5,051-42.5% | $6,247-53.5% | $3,332-12.8% |
| Admin fee / account holder | $4,336 | $5,421-20.0% | $9,244-53.1% | $4,645-6.7% |