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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 | $75,235 | $87,542-14.1% | $75,782-0.7% | $125,393-40.0% |
| Participation rate | 41.2% | 80.2%-39.0pp | 75.8%-34.6pp | 83.2%-42.0pp |
| Annual return | 1.43% | 13.48%-12.1pp | 9.68%-8.2pp | 282.23%-280.8pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,802 | $4,229-57.4% | $3,652-50.6% | $5,351-66.3% |
| Admin fee / account holder | $23,645 | $6,502+263.6% | $5,300+346.2% | $9,541+147.8% |