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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 | $111,430 | $51,638+115.8% | $129,406-13.9% | $80,959+37.6% |
| Participation rate | 39.5% | 56.9%-17.5pp | 69.6%-30.2pp | 67.7%-28.2pp |
| Annual return | 12.73% | 20.78%-8.1pp | 9468.18%-9455.4pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,038 | $2,670+51.2% | $4,167-3.1% | $4,300-6.1% |
| Admin fee / account holder | $8,178 | $4,313+89.6% | $7,689+6.4% | $6,925+18.1% |