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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 | $128,141 | $65,566+95.4% | $86,235+48.6% | $75,177+70.5% |
| Participation rate | 34.2% | 60.5%-26.3pp | 69.0%-34.7pp | 67.2%-33.0pp |
| Annual return | 21.27% | 46.07%-24.8pp | 1170.03%-1148.8pp | 160.75%-139.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,063 | $3,023-31.8% | $3,987-48.3% | $4,126-50.0% |
| Admin fee / account holder | $4,168 | $5,470-23.8% | $6,856-39.2% | $5,651-26.3% |