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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 | $55,364 | $56,199-1.5% | $67,652-18.2% | $59,632-7.2% |
| Participation rate | 61.3% | 71.5%-10.2pp | 75.7%-14.4pp | 68.7%-7.4pp |
| Annual return | 4.35% | 18505.31%-18501.0pp | 6625.04%-6620.7pp | 2041.32%-2037.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,825 | $2,844+69.7% | $3,560+35.5% | $3,192+51.2% |
| Admin fee / account holder | $2,636 | $3,958-33.4% | $4,821-45.3% | $4,297-38.7% |