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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 | $58,447 | $61,816-5.4% | $97,260-39.9% | $80,935-27.8% |
| Participation rate | 34.0% | 63.5%-29.5pp | 72.7%-38.7pp | 67.7%-33.7pp |
| Annual return | 21.75% | -558.73%+580.5pp | 75.54%-53.8pp | 35.66%-13.9pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,012 | $3,027-33.5% | $4,262-52.8% | $4,299-53.2% |
| Admin fee / account holder | $1,803 | $5,166-65.1% | $5,640-68.0% | $6,924-74.0% |