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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 | $141,239 | $89,367+58.0% | $141,1910% | $72,975+93.5% |
| Participation rate | 27.3% | 75.1%-47.9pp | 82.5%-55.2pp | 69.5%-42.2pp |
| Annual return | 20.65% | 111.87%-91.2pp | 71.41%-50.8pp | 81.01%-60.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,076 | $5,419-24.8% | $6,710-39.3% | $3,608+13.0% |
| Admin fee / account holder | $13,710 | $5,957+130.2% | $10,264+33.6% | $5,124+167.6% |