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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 | $116,031 | $77,670+49.4% | $125,529-7.6% | $65,306+77.7% |
| Participation rate | 37.1% | 63.2%-26.0pp | 74.7%-37.6pp | 57.7%-20.6pp |
| Annual return | 14.93% | 15.16%-0.2pp | 202.56%-187.6pp | 21.94%-7.0pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $3,058-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,674 | $3,095-45.9% | $4,813-65.2% | $2,959-43.4% |
| Admin fee / account holder | $13,156 | $3,598+265.7% | $16,298-19.3% | $3,480+278.1% |