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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 | $45,198 | $154,754-70.8% | $124,206-63.6% | $138,895-67.5% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.6%-44.6pp | 79.9%-54.9pp |
| Annual return | 13.96% | 709.28%-695.3pp | 515.27%-501.3pp | 145.39%-131.4pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,992 | $4,621-56.9% | $3,968-49.8% | $6,396-68.9% |
| Admin fee / account holder | $749 | $6,690-88.8% | $5,929-87.4% | $12,562-94.0% |