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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 | $49,908 | $85,766-41.8% | $136,298-63.4% | $70,126-28.8% |
| Participation rate | 54.2% | 74.2%-20.0pp | 81.9%-27.8pp | 69.5%-15.4pp |
| Annual return | 15.51% | 31.46%-15.9pp | 5156.27%-5140.8pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,636 | $5,051-47.8% | $6,247-57.8% | $3,332-20.9% |
| Admin fee / account holder | $6,441 | $5,421+18.8% | $9,244-30.3% | $4,645+38.7% |