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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 | $188,982 | $108,285+74.5% | $77,552+143.7% | $158,982+18.9% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 17.94% | 31.69%-13.8pp | 54.82%-36.9pp | 302.99%-285.1pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,081 | $2,455+147.7% | $1,861+226.8% | $5,983+1.6% |
| Admin fee / account holder | $1,886 | $3,709-49.1% | $2,859-34.0% | $11,252-83.2% |