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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 | $130,058 | $58,726+121.5% | $92,239+41.0% | $62,293+108.8% |
| Participation rate | 38.2% | 68.3%-30.1pp | 76.5%-38.2pp | 69.5%-31.3pp |
| Annual return | 19.50% | 43.62%-24.1pp | 176.29%-156.8pp | 28.90%-9.4pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,769 | $2,766+36.3% | $3,897-3.3% | $3,169+18.9% |
| Admin fee / account holder | $3,019 | $556+442.5% | $5,194-41.9% | $479+529.8% |