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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 | $136,564 | $73,459+85.9% | $178,449-23.5% | $74,400+83.6% |
| Participation rate | 46.7% | 66.6%-19.9pp | 77.1%-30.4pp | 67.2%-20.5pp |
| Annual return | 15.68% | 17.50%-1.8pp | 27.09%-11.4pp | 1367.51%-1351.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,951-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,493 | $4,515-22.6% | $6,277-44.4% | $4,348-19.7% |
| Admin fee / account holder | $19,611 | $1,812+982.3% | $10,362+89.3% | $1,944+909.0% |