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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 | $88,754-48.6% | $81,820-44.3% | $145,877-68.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 15.45% | 1031.77%-1016.3pp | 777.93%-762.5pp | 551.28%-535.8pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,838 | $4,648-38.9% | $4,323-34.3% | $6,691-57.6% |
| Admin fee / account holder | $443 | $8,424-94.7% | $7,391-94.0% | $13,402-96.7% |