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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 | $126,195 | $140,578-10.2% | $100,671+25.4% | $125,388+0.6% |
| Participation rate | 25.0% | 80.4%-55.4pp | 70.7%-45.7pp | 83.2%-58.2pp |
| Annual return | 1.00% | 24.67%-23.7pp | 20.43%-19.4pp | 282.24%-281.2pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,686 | $3,981-57.7% | $3,144-46.4% | $5,352-68.5% |
| Admin fee / account holder | $25,536 | $6,716+280.2% | $4,850+426.5% | $9,541+167.7% |