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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 | $130,710 | $58,828+122.2% | $78,002+67.6% | $62,881+107.9% |
| Participation rate | 47.6% | 71.1%-23.4pp | 75.5%-27.9pp | 69.3%-21.7pp |
| Annual return | 7.95% | 17.16%-9.2pp | 425.99%-418.0pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,586 | $2,686-3.7% | $3,497-26.1% | $3,203-19.3% |
| Admin fee / account holder | $24,340 | $4,393+454.0% | $5,481+344.1% | $4,296+466.6% |