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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 | $161,362 | $48,011+236.1% | $63,803+152.9% | $82,637+95.3% |
| Participation rate | 44.7% | 66.6%-21.9pp | 72.7%-28.0pp | 68.1%-23.3pp |
| Annual return | 14.98% | 19.84%-4.9pp | 543.72%-528.7pp | 53.51%-38.5pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,394 | $2,846-15.9% | $3,843-37.7% | $4,126-42.0% |
| Admin fee / account holder | $9,978 | $3,873+157.6% | $5,196+92.0% | $7,339+36.0% |