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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 | $53,388 | $85,171-37.3% | $172,752-69.1% | $72,975-26.8% |
| Participation rate | 33.8% | 70.1%-36.2pp | 82.6%-48.8pp | 69.5%-35.6pp |
| Annual return | 19.68% | 27.32%-7.6pp | 802.97%-783.3pp | 81.01%-61.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,827 | $3,260-44.0% | $5,198-64.8% | $3,608-49.4% |
| Admin fee / account holder | $14,650 | $5,880+149.1% | $13,955+5.0% | $5,124+185.9% |