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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 | $58,745 | $100,938-41.8% | $90,461-35.1% | $158,982-63.0% |
| Participation rate | 45.8% | 75.0%-29.2pp | 72.7%-26.9pp | 82.0%-36.1pp |
| Annual return | 14.80% | 1727.20%-1712.4pp | 1294.76%-1280.0pp | 302.99%-288.2pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,753 | $4,350-59.7% | $3,964-55.8% | $5,983-70.7% |
| Admin fee / account holder | $2,619 | $6,510-59.8% | $5,617-53.4% | $11,252-76.7% |