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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 | $34,558 | $29,319+17.9% | $52,425-34.1% | $82,448-58.1% |
| Participation rate | 24.3% | 46.9%-22.5pp | 55.6%-31.3pp | 68.1%-43.7pp |
| Annual return | 19.08% | 535.20%-516.1pp | 302.12%-283.0pp | 41.64%-22.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,374 | $1,171+17.3% | $1,790-23.3% | $4,139-66.8% |
| Admin fee / account holder | $549 | $1,962-72.0% | $2,495-78.0% | $7,234-92.4% |