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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 | $50,626 | $107,353-52.8% | $92,903-45.5% | $152,885-66.9% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.5%-45.0pp |
| Annual return | 23.16% | 145.62%-122.5pp | 109.43%-86.3pp | 345.39%-322.2pp |
| Employer contribution / active EE | $2 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,397 | $4,848-71.2% | $4,238-67.0% | $5,851-76.1% |
| Admin fee / account holder | $1,771 | $7,081-75.0% | $5,795-69.4% | $11,598-84.7% |