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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 | $37,804 | $82,630-54.2% | $64,105-41.0% | $125,389-69.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 68.2%-8.2pp | 83.2%-23.2pp |
| Annual return | 0.37% | 1489.72%-1489.4pp | 791.24%-790.9pp | 282.24%-281.9pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,695 | $3,608-53.0% | $2,822-39.9% | $5,352-68.3% |
| Admin fee / account holder | $1,195 | $6,382-81.3% | $4,499-73.4% | $9,541-87.5% |