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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 | $70,364 | $102,696-31.5% | $86,235-18.4% | $139,487-49.6% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.0%-49.0pp | 80.3%-60.3pp |
| Annual return | 18.09% | 1925.91%-1907.8pp | 1170.03%-1151.9pp | 373.84%-355.8pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,589 | $4,679-66.0% | $3,987-60.2% | $6,713-76.3% |
| Admin fee / account holder | $1,455 | $8,667-83.2% | $6,856-78.8% | $11,407-87.2% |