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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 | $47,685 | $56,197-15.1% | $67,652-29.5% | $59,633-20.0% |
| Participation rate | 64.6% | 71.5%-6.8pp | 75.7%-11.0pp | 68.7%-4.0pp |
| Annual return | 0.36% | 18508.10%-18507.7pp | 6625.40%-6625.0pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,778 | $2,844+32.9% | $3,560+6.1% | $3,192+18.4% |
| Admin fee / account holder | $3,362 | $3,958-15.1% | $4,821-30.3% | $4,297-21.8% |