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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 | $37,472 | $56,197-33.3% | $67,652-44.6% | $59,633-37.2% |
| Participation rate | 66.7% | 71.5%-4.8pp | 75.7%-9.0pp | 68.7%-2.0pp |
| Annual return | 1.14% | 18508.10%-18507.0pp | 6625.40%-6624.3pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $1 | $1,615-99.9% | $2,266-99.9% | $2,203-99.9% |
| Participant deferral / active EE | $1,577 | $2,844-44.6% | $3,560-55.7% | $3,192-50.6% |
| Admin fee / account holder | $4,479 | $3,958+13.2% | $4,821-7.1% | $4,297+4.2% |