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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 | $61,748 | $80,763-23.5% | $102,412-39.7% | $74,459-17.1% |
| Participation rate | 56.4% | 65.7%-9.3pp | 74.5%-18.1pp | 67.2%-10.8pp |
| Annual return | 13.42% | 27.57%-14.1pp | 24.94%-11.5pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,735 | $3,862-3.3% | $5,060-26.2% | $4,350-14.1% |
| Admin fee / account holder | $24,951 | $2,371+952.1% | $8,388+197.5% | $1,945+1183.0% |