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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 | $94,814 | $61,125+55.1% | $94,057+0.8% | $87,485+8.4% |
| Participation rate | 15.6% | 64.1%-48.5pp | 73.3%-57.8pp | 68.9%-53.4pp |
| Annual return | 15.74% | 35.20%-19.5pp | 480.62%-464.9pp | 26.06%-10.3pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,186 | $3,260-63.6% | $4,709-74.8% | $4,274-72.2% |
| Admin fee / account holder | $1,881 | $5,629-66.6% | $7,244-74.0% | $7,775-75.8% |