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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 | $44,036 | $55,457-20.6% | $77,361-43.1% | $94,015-53.2% |
| Participation rate | 63.8% | 69.8%-6.0pp | 75.0%-11.2pp | 70.8%-7.0pp |
| Annual return | 10.19% | 15.57%-5.4pp | 1011.54%-1001.3pp | 17.84%-7.7pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,373 | $3,069+42.5% | $3,911+11.8% | $4,249+2.9% |
| Admin fee / account holder | $13,663 | $4,334+215.3% | $5,894+131.8% | $8,951+52.6% |