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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 | $138,982 | $97,125+43.1% | $86,233+61.2% | $137,256+1.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 14.71% | 74.19%-59.5pp | 61.39%-46.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,042 | $5,180-60.6% | $4,559-55.2% | $6,407-68.1% |
| Admin fee / account holder | $1,544 | $9,725-84.1% | $8,342-81.5% | $12,270-87.4% |