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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 | $67,385 | $45,566+47.9% | $64,105+5.1% | $59,633+13.0% |
| Participation rate | 38.1% | 60.2%-22.0pp | 68.2%-30.0pp | 68.7%-30.5pp |
| Annual return | 1.15% | 4.95%-3.8pp | 791.24%-790.1pp | 2041.40%-2040.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,190 | $2,057+55.1% | $2,822+13.1% | $3,192-0.1% |
| Admin fee / account holder | $4,119 | $3,268+26.1% | $4,499-8.4% | $4,297-4.1% |