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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 | $28,554 | $56,197-49.2% | $67,652-57.8% | $59,633-52.1% |
| Participation rate | 56.8% | 71.5%-14.7pp | 75.7%-18.8pp | 68.7%-11.9pp |
| Annual return | 4.65% | 18508.10%-18503.5pp | 6625.40%-6620.8pp | 2041.45%-2036.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,369 | $2,844-51.9% | $3,560-61.6% | $3,192-57.1% |
| Admin fee / account holder | $1,796 | $3,958-54.6% | $4,821-62.7% | $4,297-58.2% |