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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 | $95,102 | $56,197+69.2% | $67,652+40.6% | $59,633+59.5% |
| Participation rate | 50.0% | 71.5%-21.5pp | 75.7%-25.7pp | 68.7%-18.7pp |
| Annual return | 1.24% | 18508.10%-18506.9pp | 6625.40%-6624.2pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,795 | $2,844-1.7% | $3,560-21.5% | $3,192-12.4% |
| Admin fee / account holder | $1,547 | $3,958-60.9% | $4,821-67.9% | $4,297-64.0% |