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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 | $64,061 | $89,652-28.5% | $141,197-54.6% | $65,186-1.7% |
| Participation rate | 51.6% | 74.7%-23.1pp | 82.5%-30.8pp | 70.2%-18.6pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.41%-71.4pp | 29.39%-29.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,205 | $5,691-43.7% | $6,710-52.2% | $3,514-8.8% |
| Admin fee / account holder | $1,027 | $569+80.6% | $10,265-90.0% | $847+21.2% |