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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 | $30,630 | $85,766-64.3% | $136,297-77.5% | $70,124-56.3% |
| Participation rate | 57.7% | 74.2%-16.5pp | 81.9%-24.2pp | 69.5%-11.8pp |
| Annual return | 14.70% | 31.45%-16.8pp | 5156.19%-5141.5pp | 73.14%-58.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,546 | $5,051-49.6% | $6,247-59.2% | $3,332-23.6% |
| Admin fee / account holder | $7,387 | $5,420+36.3% | $9,244-20.1% | $4,645+59.0% |