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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 | $55,803 | $65,555-14.9% | $86,216-35.3% | $75,173-25.8% |
| Participation rate | 38.8% | 60.5%-21.7pp | 69.0%-30.2pp | 67.2%-28.4pp |
| Annual return | 16.21% | 46.07%-29.9pp | 1169.42%-1153.2pp | 160.72%-144.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,651 | $3,023-45.4% | $3,986-58.6% | $4,126-60.0% |
| Admin fee / account holder | $2,354 | $5,469-57.0% | $6,853-65.7% | $5,651-58.3% |