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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 | $122,315 | $82,028+49.1% | $123,105-0.6% | $59,633+105.1% |
| Participation rate | 47.1% | 83.2%-36.1pp | 86.8%-39.7pp | 68.7%-21.6pp |
| Annual return | 1.98% | 5.12%-3.1pp | 13.22%-11.2pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,257 | $4,667-51.6% | $6,229-63.8% | $3,192-29.3% |
| Admin fee / account holder | $3,514 | $5,879-40.2% | $9,014-61.0% | $4,297-18.2% |