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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 | $171,000 | $72,177+136.9% | $115,038+48.6% | $59,633+186.8% |
| Participation rate | 41.1% | 72.6%-31.5pp | 81.4%-40.3pp | 68.7%-27.6pp |
| Annual return | 3.19% | 12.02%-8.8pp | 26.14%-23.0pp | 2041.45%-2038.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,798 | $4,783+0.3% | $6,026-20.4% | $3,192+50.3% |
| Admin fee / account holder | $11,217 | $4,927+127.7% | $8,175+37.2% | $4,297+161.0% |