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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 | $126,769 | $58,391+117.1% | $76,657+65.4% | $72,975+73.7% |
| Participation rate | 40.0% | 67.4%-27.4pp | 72.1%-32.1pp | 69.5%-29.5pp |
| Annual return | 17.42% | 2306.65%-2289.2pp | 1166.74%-1149.3pp | 81.01%-63.6pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,884 | $2,690-30.0% | $3,335-43.5% | $3,608-47.8% |
| Admin fee / account holder | $18,097 | $4,014+350.8% | $6,423+181.8% | $5,124+253.2% |