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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 | $57,567 | $52,519+9.6% | $155,789-63.0% | $59,632-3.5% |
| Participation rate | 14.6% | 61.7%-47.1pp | 76.1%-61.5pp | 68.7%-54.1pp |
| Annual return | 3.23% | 53.51%-50.3pp | 71.54%-68.3pp | 2041.32%-2038.1pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,203 | $3,084-61.0% | $4,798-74.9% | $3,192-62.3% |
| Admin fee / account holder | $916 | $3,540-74.1% | $7,477-87.8% | $4,297-78.7% |