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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 | $27,071 | $85,766-68.4% | $136,298-80.1% | $70,126-61.4% |
| Participation rate | 31.4% | 74.2%-42.7pp | 81.9%-50.5pp | 69.5%-38.1pp |
| Annual return | 19.88% | 31.46%-11.6pp | 5156.27%-5136.4pp | 73.15%-53.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,480 | $5,051-31.1% | $6,247-44.3% | $3,332+4.5% |
| Admin fee / account holder | $3,003 | $5,421-44.6% | $9,244-67.5% | $4,645-35.3% |