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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 | $100,414 | $56,197+78.7% | $67,652+48.4% | $59,633+68.4% |
| Participation rate | 25.8% | 71.5%-45.7pp | 75.7%-49.9pp | 68.7%-42.9pp |
| Annual return | 2.98% | 18508.10%-18505.1pp | 6625.40%-6622.4pp | 2041.45%-2038.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,240 | $2,844-56.4% | $3,560-65.2% | $3,192-61.1% |
| Admin fee / account holder | $722 | $3,958-81.8% | $4,821-85.0% | $4,297-83.2% |