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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 | $60,439 | $48,327+25.1% | $67,575-10.6% | $80,935-25.3% |
| Participation rate | 22.9% | 66.4%-43.5pp | 72.9%-50.0pp | 67.7%-44.8pp |
| Annual return | 16.43% | 18.31%-1.9pp | 3528.98%-3512.5pp | 35.66%-19.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,528 | $2,927-47.8% | $4,003-61.8% | $4,299-64.5% |
| Admin fee / account holder | $2,035 | $3,692-44.9% | $3,993-49.0% | $6,924-70.6% |