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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 | $114,128 | $29,736+283.8% | $56,033+103.7% | $80,935+41.0% |
| Participation rate | 30.8% | 41.7%-10.9pp | 52.5%-21.7pp | 67.7%-36.9pp |
| Annual return | 10.63% | 35.28%-24.6pp | 1711.38%-1700.7pp | 35.66%-25.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,848 | $1,228+50.5% | $1,954-5.4% | $4,299-57.0% |
| Admin fee / account holder | $755 | $2,434-69.0% | $2,827-73.3% | $6,924-89.1% |