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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 | $61,914 | $82,630-25.1% | $64,105-3.4% | $125,389-50.6% |
| Participation rate | 54.5% | 75.9%-21.3pp | 68.2%-13.6pp | 83.2%-28.6pp |
| Annual return | 1.04% | 1489.72%-1488.7pp | 791.24%-790.2pp | 282.24%-281.2pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,383 | $3,608-34.0% | $2,822-15.5% | $5,352-55.5% |
| Admin fee / account holder | $17,696 | $6,382+177.3% | $4,499+293.3% | $9,541+85.5% |