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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 | $137,589 | $65,390+110.4% | $169,385-18.8% | $71,495+92.4% |
| Participation rate | 46.4% | 67.0%-20.5pp | 77.2%-30.7pp | 67.9%-21.5pp |
| Annual return | 19.14% | 21.31%-2.2pp | 405.82%-386.7pp | 28.85%-9.7pp |
| Employer contribution / active EE | $0 | $2,079-100.0% | $4,012-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,285 | $4,367-24.8% | $6,221-47.2% | $4,291-23.4% |
| Admin fee / account holder | $3,793 | $1,324+186.4% | $9,011-57.9% | $1,588+138.9% |