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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 | $150,794 | $74,661+102.0% | $160,784-6.2% | $67,986+121.8% |
| Participation rate | 43.1% | 57.1%-14.1pp | 77.0%-33.9pp | 57.2%-14.1pp |
| Annual return | 14.80% | 28.83%-14.0pp | 1803.92%-1789.1pp | 31.67%-16.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,583 | $3,681-2.7% | $6,293-43.1% | $3,358+6.7% |
| Admin fee / account holder | $8,918 | $3,959+125.3% | $9,717-8.2% | $3,203+178.4% |