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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 | $61,729 | $54,763+12.7% | $90,324-31.7% | $72,976-15.4% |
| Participation rate | 13.3% | 65.2%-51.8pp | 73.3%-59.9pp | 69.5%-56.2pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.15%-78.1pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,323 | $2,887-54.2% | $3,885-65.9% | $3,608-63.3% |
| Admin fee / account holder | $3,291 | $3,973-17.2% | $5,356-38.5% | $5,124-35.8% |