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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 | $151,105 | $54,541+177.0% | $78,778+91.8% | $70,126+115.5% |
| Participation rate | 31.8% | 60.8%-29.0pp | 69.2%-37.4pp | 69.5%-37.8pp |
| Annual return | 13.56% | 21.07%-7.5pp | 35.62%-22.1pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,032 | $2,210-8.1% | $2,958-31.3% | $3,332-39.0% |
| Admin fee / account holder | $12,964 | $3,709+249.6% | $5,134+152.5% | $4,645+179.1% |