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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 | $125,196 | $48,364+158.9% | $71,796+74.4% | $62,881+99.1% |
| Participation rate | 40.7% | 60.6%-19.9pp | 69.1%-28.4pp | 69.3%-28.6pp |
| Annual return | 7.37% | 13.16%-5.8pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,886 | $2,091-9.8% | $2,794-32.5% | $3,203-41.1% |
| Admin fee / account holder | $8,469 | $3,771+124.6% | $4,815+75.9% | $4,296+97.1% |