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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 | $46,619 | $60,139-22.5% | $90,461-48.5% | $79,856-41.6% |
| Participation rate | 25.5% | 65.0%-39.5pp | 72.7%-47.2pp | 69.6%-44.2pp |
| Annual return | 11.78% | 71.96%-60.2pp | 1294.76%-1283.0pp | 31.71%-19.9pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $989 | $2,939-66.3% | $3,964-75.0% | $3,741-73.6% |
| Admin fee / account holder | $1,631 | $3,978-59.0% | $5,617-71.0% | $5,306-69.3% |