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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 | $115,069 | $63,346+81.7% | $92,240+24.7% | $70,126+64.1% |
| Participation rate | 24.0% | 68.7%-44.7pp | 76.5%-52.5pp | 69.5%-45.5pp |
| Annual return | 21.26% | 530.19%-508.9pp | 176.29%-155.0pp | 73.15%-51.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,425 | $2,854-50.1% | $3,897-63.4% | $3,332-57.2% |
| Admin fee / account holder | $839 | $3,841-78.2% | $5,194-83.9% | $4,645-81.9% |