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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 | $23,426 | $72,177-67.5% | $115,038-79.6% | $59,633-60.7% |
| Participation rate | 37.9% | 72.6%-34.6pp | 81.4%-43.4pp | 68.7%-30.7pp |
| Annual return | 37.28% | 12.02%+25.3pp | 26.14%+11.1pp | 2041.45%-2004.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,577 | $4,783-25.2% | $6,026-40.6% | $3,192+12.1% |
| Admin fee / account holder | $3,728 | $4,927-24.3% | $8,175-54.4% | $4,297-13.2% |