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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 | $23,591 | $56,200-58.0% | $67,653-65.1% | $59,633-60.4% |
| Participation rate | 67.6% | 71.5%-3.9pp | 75.7%-8.1pp | 68.7%-1.1pp |
| Annual return | 1.30% | 18506.71%-18505.4pp | 6625.22%-6623.9pp | 2041.40%-2040.1pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,290 | $2,843-19.5% | $3,560-35.7% | $3,192-28.2% |
| Admin fee / account holder | $3,575 | $3,959-9.7% | $4,821-25.8% | $4,297-16.8% |