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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 | $73,819 | $56,200+31.4% | $67,653+9.1% | $59,633+23.8% |
| Participation rate | 33.3% | 71.5%-38.1pp | 75.7%-42.3pp | 68.7%-35.3pp |
| Annual return | 1.00% | 18506.71%-18505.7pp | 6625.22%-6624.2pp | 2041.40%-2040.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,436 | $2,843-49.5% | $3,560-59.7% | $3,192-55.0% |
| Admin fee / account holder | $14,347 | $3,959+262.4% | $4,821+197.6% | $4,297+233.9% |