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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 | $63,470 | $44,850+41.5% | $60,547+4.8% | $59,633+6.4% |
| Participation rate | 28.3% | 59.5%-31.2pp | 68.0%-39.7pp | 68.7%-40.4pp |
| Annual return | 9.92% | 1074.14%-1064.2pp | 335.64%-325.7pp | 2041.40%-2031.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,440 | $2,230-35.4% | $3,328-56.7% | $3,192-54.9% |
| Admin fee / account holder | $399 | $3,635-89.0% | $4,536-91.2% | $4,297-90.7% |