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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 | $41,013 | $56,197-27.0% | $67,652-39.4% | $59,633-31.2% |
| Participation rate | 50.0% | 71.5%-21.5pp | 75.7%-25.7pp | 68.7%-18.7pp |
| Annual return | 8.85% | 18508.10%-18499.3pp | 6625.40%-6616.5pp | 2041.45%-2032.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,886 | $2,844-33.7% | $3,560-47.0% | $3,192-40.9% |
| Admin fee / account holder | $604 | $3,958-84.7% | $4,821-87.5% | $4,297-85.9% |