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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 | $117,709 | $51,642+127.9% | $129,384-9.0% | $80,935+45.4% |
| Participation rate | 32.3% | 56.9%-24.6pp | 69.6%-37.3pp | 67.7%-35.4pp |
| Annual return | 17.76% | 20.78%-3.0pp | 9461.77%-9444.0pp | 35.66%-17.9pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,066 | $2,670-22.6% | $4,166-50.4% | $4,299-52.0% |
| Admin fee / account holder | $10,613 | $4,312+146.1% | $7,686+38.1% | $6,924+53.3% |