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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 | $61,059 | $56,199+8.6% | $67,652-9.7% | $59,632+2.4% |
| Participation rate | 64.1% | 71.5%-7.4pp | 75.7%-11.6pp | 68.7%-4.6pp |
| Annual return | 2.88% | 18505.31%-18502.4pp | 6625.04%-6622.2pp | 2041.32%-2038.4pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,346 | $2,844-17.5% | $3,560-34.1% | $3,192-26.5% |
| Admin fee / account holder | $15,690 | $3,958+296.4% | $4,821+225.5% | $4,297+265.1% |