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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 | $114,910 | $79,209+45.1% | $102,434+12.2% | $74,459+54.3% |
| Participation rate | 33.3% | 74.8%-41.4pp | 76.5%-43.2pp | 67.2%-33.9pp |
| Annual return | 11.21% | 54.98%-43.8pp | 29.46%-18.3pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,171 | $4,417-50.9% | $5,055-57.1% | $4,350-50.1% |
| Admin fee / account holder | $2,012 | $2,002+0.5% | $9,462-78.7% | $1,945+3.5% |