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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 | $47,052 | $85,766-45.1% | $136,298-65.5% | $70,126-32.9% |
| Participation rate | 65.2% | 74.2%-9.0pp | 81.9%-16.8pp | 69.5%-4.4pp |
| Annual return | 15.97% | 31.46%-15.5pp | 5156.27%-5140.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,582 | $5,051-48.9% | $6,247-58.7% | $3,332-22.5% |
| Admin fee / account holder | $4,793 | $5,421-11.6% | $9,244-48.1% | $4,645+3.2% |