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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 | $45,604 | $88,815-48.7% | $81,882-44.3% | $145,897-68.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 15.45% | 1033.75%-1018.3pp | 779.47%-764.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,838 | $4,647-38.9% | $4,323-34.4% | $6,689-57.6% |
| Admin fee / account holder | $443 | $8,434-94.8% | $7,360-94.0% | $13,390-96.7% |