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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 | $138,183 | $29,736+364.7% | $56,033+146.6% | $80,935+70.7% |
| Participation rate | 13.2% | 41.7%-28.5pp | 52.5%-39.3pp | 67.7%-54.4pp |
| Annual return | 12.66% | 35.28%-22.6pp | 1711.38%-1698.7pp | 35.66%-23.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $805 | $1,228-34.5% | $1,954-58.8% | $4,299-81.3% |
| Admin fee / account holder | $3,223 | $2,434+32.4% | $2,827+14.0% | $6,924-53.5% |