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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 | $35,410 | $56,200-37.0% | $67,653-47.7% | $59,633-40.6% |
| Participation rate | 69.0% | 71.5%-2.5pp | 75.7%-6.7pp | 68.7%+0.3pp |
| Annual return | 0.51% | 18506.71%-18506.2pp | 6625.22%-6624.7pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $8 | $1,615-99.5% | $2,266-99.7% | $2,203-99.6% |
| Participant deferral / active EE | $3,203 | $2,843+12.6% | $3,560-10.0% | $3,192+0.3% |
| Admin fee / account holder | $11,341 | $3,959+186.5% | $4,821+135.2% | $4,297+163.9% |