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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 | $44,879 | $125,797-64.3% | $170,057-73.6% | $75,177-40.3% |
| Participation rate | 30.8% | 83.6%-52.8pp | 87.0%-56.2pp | 67.2%-36.4pp |
| Annual return | 23.02% | 27.20%-4.2pp | 53.42%-30.4pp | 160.75%-137.7pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,675 | $6,838-46.3% | $10,411-64.7% | $4,126-10.9% |
| Admin fee / account holder | $15,192 | $8,177+85.8% | $12,826+18.4% | $5,651+168.8% |