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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 | $61,984 | $52,507+18.0% | $129,406-52.1% | $74,478-16.8% |
| Participation rate | 44.8% | 53.9%-9.1pp | 69.6%-24.8pp | 67.2%-22.4pp |
| Annual return | 17.08% | 15.64%+1.4pp | 9468.18%-9451.1pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,850 | $2,801+144.6% | $4,167+64.4% | $4,350+57.5% |
| Admin fee / account holder | $3,928 | $2,639+48.8% | $7,689-48.9% | $1,946+101.9% |