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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 | $62,627 | $64,307-2.6% | $57,349+9.2% | $125,388-50.1% |
| Participation rate | 47.6% | 78.6%-31.0pp | 75.1%-27.5pp | 83.2%-35.6pp |
| Annual return | 0.00% | 25.14%-25.1pp | 24.40%-24.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,704 | $3,847-55.7% | $3,162-46.1% | $5,352-68.2% |
| Admin fee / account holder | $400 | $5,242-92.4% | $3,356-88.1% | $9,541-95.8% |