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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 | $130,940 | $58,828+122.6% | $78,002+67.9% | $62,881+108.2% |
| Participation rate | 47.4% | 71.1%-23.7pp | 75.5%-28.2pp | 69.3%-21.9pp |
| Annual return | 5.58% | 17.16%-11.6pp | 425.99%-420.4pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,681 | $2,686-0.2% | $3,497-23.3% | $3,203-16.3% |
| Admin fee / account holder | $832 | $4,393-81.1% | $5,481-84.8% | $4,296-80.6% |