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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 | $49,365 | $60,139-17.9% | $90,461-45.4% | $79,856-38.2% |
| Participation rate | 35.8% | 65.0%-29.2pp | 72.7%-36.9pp | 69.6%-33.8pp |
| Annual return | 12.40% | 71.96%-59.6pp | 1294.76%-1282.4pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,085 | $2,939-63.1% | $3,964-72.6% | $3,741-71.0% |
| Admin fee / account holder | $742 | $3,978-81.3% | $5,617-86.8% | $5,306-86.0% |