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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 | $43,573 | $55,457-21.4% | $77,361-43.7% | $94,015-53.7% |
| Participation rate | 37.9% | 69.8%-31.9pp | 75.0%-37.0pp | 70.8%-32.9pp |
| Annual return | 15.26% | 15.57%-0.3pp | 1011.54%-996.3pp | 17.84%-2.6pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,943 | $3,069-36.7% | $3,911-50.3% | $4,249-54.3% |
| Admin fee / account holder | $2,067 | $4,334-52.3% | $5,894-64.9% | $8,951-76.9% |