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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 | $134,474 | $61,815+117.5% | $97,295+38.2% | $80,959+66.1% |
| Participation rate | 33.3% | 63.5%-30.1pp | 72.7%-39.3pp | 67.7%-34.3pp |
| Annual return | 24.16% | -558.73%+582.9pp | 75.62%-51.5pp | 35.67%-11.5pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,406 | $3,027-20.5% | $4,264-43.6% | $4,300-44.0% |
| Admin fee / account holder | $915 | $5,166-82.3% | $5,646-83.8% | $6,925-86.8% |