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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 | $95,729 | $54,717+75.0% | $86,216+11.0% | $71,511+33.9% |
| Participation rate | 24.2% | 60.1%-35.9pp | 69.0%-44.7pp | 67.9%-43.7pp |
| Annual return | 17.08% | 20.07%-3.0pp | 1169.42%-1152.3pp | 28.86%-11.8pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,773 | $3,110-43.0% | $3,986-55.5% | $4,291-58.7% |
| Admin fee / account holder | $2,792 | $1,922+45.2% | $6,853-59.3% | $1,588+75.8% |