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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 | $116,504 | $52,678+121.2% | $75,784+53.7% | $59,633+95.4% |
| Participation rate | 21.6% | 67.2%-45.7pp | 75.8%-54.3pp | 68.7%-47.1pp |
| Annual return | -0.11% | 2.95%-3.1pp | 9.68%-9.8pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,775 | $2,591-31.5% | $3,652-51.4% | $3,192-44.4% |
| Admin fee / account holder | $1,912 | $3,610-47.0% | $5,300-63.9% | $4,297-55.5% |