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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 | $131,622 | $51,642+154.9% | $129,384+1.7% | $80,935+62.6% |
| Participation rate | 56.3% | 56.9%-0.7pp | 69.6%-13.4pp | 67.7%-11.4pp |
| Annual return | 12.60% | 20.78%-8.2pp | 9461.77%-9449.2pp | 35.66%-23.1pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,062 | $2,670+52.2% | $4,166-2.5% | $4,299-5.5% |
| Admin fee / account holder | $23,599 | $4,312+447.4% | $7,686+207.1% | $6,924+240.8% |