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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 | $94,104 | $51,631+82.3% | $129,397-27.3% | $80,925+16.3% |
| Participation rate | 30.0% | 56.9%-26.9pp | 69.6%-39.6pp | 67.7%-37.7pp |
| Annual return | 14.74% | 20.77%-6.0pp | 9453.98%-9439.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,376 | $2,670-11.0% | $4,167-43.0% | $4,299-44.7% |
| Admin fee / account holder | $583 | $4,309-86.5% | $7,679-92.4% | $6,940-91.6% |