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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 | $141,689 | $48,284+193.4% | $67,524+109.8% | $80,911+75.1% |
| Participation rate | 25.5% | 66.4%-40.9pp | 72.9%-47.4pp | 67.6%-42.2pp |
| Annual return | 16.19% | 18.27%-2.1pp | 3519.41%-3503.2pp | 35.63%-19.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,221 | $2,927-24.1% | $4,001-44.5% | $4,297-48.3% |
| Admin fee / account holder | $25,134 | $3,688+581.5% | $4,001+528.2% | $6,935+262.4% |