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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 | $59,055 | $100,033-41.0% | $149,716-60.6% | $70,124-15.8% |
| Participation rate | 41.5% | 83.6%-42.1pp | 87.1%-45.6pp | 69.5%-28.1pp |
| Annual return | 24.85% | 27.43%-2.6pp | 1501.67%-1476.8pp | 73.14%-48.3pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,609 | $4,982-27.6% | $6,568-45.0% | $3,332+8.3% |
| Admin fee / account holder | $3,191 | $8,285-61.5% | $11,282-71.7% | $4,645-31.3% |