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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 | $113,841 | $65,367+74.2% | $92,915+22.5% | $72,976+56.0% |
| Participation rate | 30.0% | 68.3%-38.3pp | 76.0%-46.0pp | 69.5%-39.5pp |
| Annual return | 19.23% | 42.11%-22.9pp | 109.45%-90.2pp | 81.02%-61.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,682 | $3,128-46.2% | $4,238-60.3% | $3,608-53.4% |
| Admin fee / account holder | $55,631 | $4,251+1208.5% | $5,796+859.9% | $5,124+985.7% |