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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 | $135,439 | $85,766+57.9% | $136,298-0.6% | $70,126+93.1% |
| Participation rate | 52.9% | 74.2%-21.2pp | 81.9%-29.0pp | 69.5%-16.6pp |
| Annual return | 14.81% | 31.46%-16.6pp | 5156.27%-5141.5pp | 73.15%-58.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,278 | $5,051+4.5% | $6,247-15.5% | $3,332+58.4% |
| Admin fee / account holder | $4,419 | $5,421-18.5% | $9,244-52.2% | $4,645-4.9% |