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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 | $61,787+117.6% | $97,197+38.4% | $80,925+66.2% |
| Participation rate | 33.3% | 63.5%-30.1pp | 72.7%-39.4pp | 67.7%-34.3pp |
| Annual return | 24.16% | -558.16%+582.3pp | 75.47%-51.3pp | 35.65%-11.5pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,406 | $3,027-20.5% | $4,263-43.6% | $4,299-44.0% |
| Admin fee / account holder | $915 | $5,170-82.3% | $5,637-83.8% | $6,940-86.8% |