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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 | $129,105 | $62,672+106.0% | $185,117-30.3% | $70,126+84.1% |
| Participation rate | 18.2% | 63.8%-45.6pp | 77.3%-59.1pp | 69.5%-51.4pp |
| Annual return | 14.91% | 40.79%-25.9pp | 40.50%-25.6pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,541 | $3,272-52.9% | $5,045-69.4% | $3,332-53.7% |
| Admin fee / account holder | $35,845 | $3,932+811.7% | $8,159+339.3% | $4,645+671.6% |