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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 | $139,687 | $56,197+148.6% | $67,652+106.5% | $59,633+134.2% |
| Participation rate | 69.1% | 71.5%-2.4pp | 75.7%-6.6pp | 68.7%+0.4pp |
| Annual return | 1.68% | 18508.10%-18506.4pp | 6625.40%-6623.7pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,131 | $2,844-25.1% | $3,560-40.1% | $3,192-33.2% |
| Admin fee / account holder | $1,604 | $3,958-59.5% | $4,821-66.7% | $4,297-62.7% |