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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 | $162,346 | $75,183+115.9% | $123,894+31.0% | $55,167+194.3% |
| Participation rate | 41.0% | 72.8%-31.8pp | 81.4%-40.4pp | 69.0%-28.0pp |
| Annual return | 9.88% | 19.01%-9.1pp | 47.52%-37.6pp | 169.23%-159.3pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,608 | $5,084-9.4% | $5,984-23.0% | $3,054+50.9% |
| Admin fee / account holder | $18,369 | $663+2672.6% | $8,357+119.8% | $504+3545.4% |