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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 | $113,280 | $66,402+70.6% | $109,907+3.1% | $85,847+32.0% |
| Participation rate | 29.6% | 63.9%-34.2pp | 74.2%-44.6pp | 69.3%-39.7pp |
| Annual return | 16.95% | 19.59%-2.6pp | 29.46%-12.5pp | 318.61%-301.7pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,844-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,990 | $2,842-30.0% | $4,047-50.8% | $3,952-49.6% |
| Admin fee / account holder | $30,242 | $4,557+563.6% | $6,069+398.3% | $6,261+383.0% |