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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 | $172,016 | $48,314+256.0% | $67,561+154.6% | $80,925+112.6% |
| Participation rate | 28.6% | 66.4%-37.8pp | 72.9%-44.3pp | 67.7%-39.1pp |
| Annual return | 17.18% | 18.28%-1.1pp | 3525.44%-3508.3pp | 35.65%-18.5pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,469 | $2,927-15.6% | $4,003-38.3% | $4,299-42.6% |
| Admin fee / account holder | $8,746 | $3,690+137.1% | $4,006+118.3% | $6,940+26.0% |