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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 | $184,785 | $70,418+162.4% | $96,570+91.3% | $85,847+115.3% |
| Participation rate | 38.2% | 61.8%-23.6pp | 69.8%-31.6pp | 69.3%-31.1pp |
| Annual return | 13.14% | 18.59%-5.4pp | 37.79%-24.7pp | 318.61%-305.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,372 | $2,894-18.1% | $3,849-38.4% | $3,952-40.0% |
| Admin fee / account holder | $28,294 | $4,995+466.4% | $6,182+357.7% | $6,261+351.9% |