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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 | $55,732 | $56,134-0.7% | $96,192-42.1% | $85,851-35.1% |
| Participation rate | 7.0% | 56.7%-49.7pp | 68.4%-61.5pp | 69.3%-62.3pp |
| Annual return | 23.95% | 42.30%-18.4pp | 192.09%-168.1pp | 318.63%-294.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,358 | $2,858-52.5% | $4,351-68.8% | $3,952-65.6% |
| Admin fee / account holder | $13,227 | $3,769+251.0% | $5,539+138.8% | $6,261+111.3% |