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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 | $166,804 | $54,541+205.8% | $78,778+111.7% | $70,126+137.9% |
| Participation rate | 31.3% | 60.8%-29.5pp | 69.2%-37.9pp | 69.5%-38.3pp |
| Annual return | 18.68% | 21.07%-2.4pp | 35.62%-16.9pp | 73.15%-54.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,721 | $2,210-22.2% | $2,958-41.8% | $3,332-48.4% |
| Admin fee / account holder | $10,493 | $3,709+182.9% | $5,134+104.4% | $4,645+125.9% |