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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 | $64,424 | $85,766-24.9% | $136,298-52.7% | $70,126-8.1% |
| Participation rate | 51.2% | 74.2%-23.0pp | 81.9%-30.8pp | 69.5%-18.4pp |
| Annual return | 15.05% | 31.46%-16.4pp | 5156.27%-5141.2pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,117 | $5,051-38.3% | $6,247-50.1% | $3,332-6.4% |
| Admin fee / account holder | $11,436 | $5,421+111.0% | $9,244+23.7% | $4,645+146.2% |