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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 | $53,159 | $56,197-5.4% | $67,652-21.4% | $59,633-10.9% |
| Participation rate | 56.7% | 71.5%-14.8pp | 75.7%-18.9pp | 68.7%-12.0pp |
| Annual return | 1.13% | 18508.10%-18507.0pp | 6625.40%-6624.3pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,759 | $2,844-3.0% | $3,560-22.5% | $3,192-13.6% |
| Admin fee / account holder | $891 | $3,958-77.5% | $4,821-81.5% | $4,297-79.3% |