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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 | $62,764 | $85,766-26.8% | $136,298-54.0% | $70,126-10.5% |
| Participation rate | 60.4% | 74.2%-13.7pp | 81.9%-21.5pp | 69.5%-9.1pp |
| Annual return | 18.54% | 31.46%-12.9pp | 5156.27%-5137.7pp | 73.15%-54.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,591 | $5,051+30.5% | $6,247+5.5% | $3,332+97.8% |
| Admin fee / account holder | $1,789 | $5,421-67.0% | $9,244-80.6% | $4,645-61.5% |