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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 | $76,851 | $85,766-10.4% | $136,297-43.6% | $70,124+9.6% |
| Participation rate | 48.4% | 74.2%-25.7pp | 81.9%-33.5pp | 69.5%-21.1pp |
| Annual return | 15.60% | 31.45%-15.9pp | 5156.19%-5140.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,354 | $5,051-13.8% | $6,247-30.3% | $3,332+30.7% |
| Admin fee / account holder | $11,712 | $5,420+116.1% | $9,244+26.7% | $4,645+152.1% |