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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 | $41,094 | $85,766-52.1% | $136,298-69.9% | $70,126-41.4% |
| Participation rate | 35.6% | 74.2%-38.6pp | 81.9%-46.4pp | 69.5%-34.0pp |
| Annual return | 18.50% | 31.46%-13.0pp | 5156.27%-5137.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,735 | $5,051-45.9% | $6,247-56.2% | $3,332-17.9% |
| Admin fee / account holder | $2,972 | $5,421-45.2% | $9,244-67.9% | $4,645-36.0% |