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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 | $131,318 | $100,060+31.2% | $149,721-12.3% | $70,126+87.3% |
| Participation rate | 40.6% | 83.6%-43.0pp | 87.1%-46.4pp | 69.5%-28.9pp |
| Annual return | 21.76% | 27.46%-5.7pp | 1501.67%-1479.9pp | 73.15%-51.4pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,648 | $4,982-46.9% | $6,568-59.7% | $3,332-20.5% |
| Admin fee / account holder | $743 | $8,285-91.0% | $11,282-93.4% | $4,645-84.0% |