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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 | $66,092 | $58,714+12.6% | $142,874-53.7% | $85,856-23.0% |
| Participation rate | 47.8% | 58.5%-10.7pp | 72.0%-24.1pp | 69.3%-21.5pp |
| Annual return | 16.01% | 27.73%-11.7pp | 5638.58%-5622.6pp | 318.58%-302.6pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,145-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,604 | $2,608-38.5% | $3,838-58.2% | $3,952-59.4% |
| Admin fee / account holder | $888 | $4,241-79.1% | $6,561-86.5% | $6,261-85.8% |