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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 | $113,004 | $147,594-23.4% | $121,871-7.3% | $198,609-43.1% |
| Participation rate | 41.2% | 78.0%-36.8pp | 73.2%-32.0pp | 82.4%-41.2pp |
| Annual return | 6.21% | 12.94%-6.7pp | 13.57%-7.4pp | 202.70%-196.5pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,731-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,503 | $5,168-70.9% | $4,318-65.2% | $6,977-78.5% |
| Admin fee / account holder | $180,158 | $15,134+1090.4% | $11,551+1459.6% | $19,030+846.7% |