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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 | $81,589 | $58,391+39.7% | $76,667+6.4% | $72,976+11.8% |
| Participation rate | 23.1% | 67.4%-44.3pp | 72.1%-49.0pp | 69.5%-46.4pp |
| Annual return | 16.00% | 2306.65%-2290.6pp | 1166.74%-1150.7pp | 81.02%-65.0pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,248 | $2,690-53.6% | $3,336-62.6% | $3,608-65.4% |
| Admin fee / account holder | $804 | $4,014-80.0% | $6,423-87.5% | $5,124-84.3% |