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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 | $35,723 | $51,638-30.8% | $129,406-72.4% | $80,959-55.9% |
| Participation rate | 37.9% | 56.9%-19.0pp | 69.6%-31.7pp | 67.7%-29.7pp |
| Annual return | 12.55% | 20.78%-8.2pp | 9468.18%-9455.6pp | 35.67%-23.1pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,341 | $2,670-49.8% | $4,167-67.8% | $4,300-68.8% |
| Admin fee / account holder | $2,493 | $4,313-42.2% | $7,689-67.6% | $6,925-64.0% |