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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 | $32,140 | $85,766-62.5% | $136,298-76.4% | $70,126-54.2% |
| Participation rate | 62.5% | 74.2%-11.7pp | 81.9%-19.4pp | 69.5%-7.0pp |
| Annual return | 14.73% | 31.46%-16.7pp | 5156.27%-5141.5pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,002 | $5,051-40.6% | $6,247-52.0% | $3,332-9.9% |
| Admin fee / account holder | $8,304 | $5,421+53.2% | $9,244-10.2% | $4,645+78.7% |