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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 | $122,797 | $55,930+119.6% | $76,089+61.4% | $80,925+51.7% |
| Participation rate | 40.4% | 62.1%-21.7pp | 69.1%-28.7pp | 67.7%-27.3pp |
| Annual return | 14.52% | 20.58%-6.1pp | 360.94%-346.4pp | 35.65%-21.1pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,868 | $3,051-38.8% | $4,259-56.2% | $4,299-56.6% |
| Admin fee / account holder | $1,991 | $5,241-62.0% | $6,418-69.0% | $6,940-71.3% |