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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 | $159,999 | $71,215+124.7% | $93,696+70.8% | $80,935+97.7% |
| Participation rate | 24.4% | 60.4%-36.0pp | 68.7%-44.3pp | 67.7%-43.3pp |
| Annual return | 11.42% | 11.27%+0.1pp | 133.74%-122.3pp | 35.66%-24.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,666 | $4,037-58.7% | $4,417-62.3% | $4,299-61.2% |
| Admin fee / account holder | $59,932 | $6,958+761.3% | $8,287+623.2% | $6,924+765.5% |