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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 | $48,995 | $84,685-42.1% | $73,836-33.6% | $125,389-60.9% |
| Participation rate | 22.2% | 76.8%-54.5pp | 73.4%-51.2pp | 83.2%-61.0pp |
| Annual return | 0.99% | 3123.80%-3122.8pp | 2268.06%-2267.1pp | 282.24%-281.3pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,478 | $3,993-63.0% | $3,583-58.8% | $5,352-72.4% |
| Admin fee / account holder | $1,800 | $5,694-68.4% | $4,882-63.1% | $9,541-81.1% |