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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 | $58,459 | $48,314+21.0% | $67,561-13.5% | $80,925-27.8% |
| Participation rate | 28.0% | 66.4%-38.4pp | 72.9%-44.9pp | 67.7%-39.7pp |
| Annual return | 15.12% | 18.28%-3.2pp | 3525.44%-3510.3pp | 35.65%-20.5pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,399 | $2,927-52.2% | $4,003-65.1% | $4,299-67.5% |
| Admin fee / account holder | $1,687 | $3,690-54.3% | $4,006-57.9% | $6,940-75.7% |