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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 | $108,745 | $78,423+38.7% | $95,964+13.3% | $79,856+36.2% |
| Participation rate | 61.5% | 73.5%-12.0pp | 77.1%-15.5pp | 69.6%-8.1pp |
| Annual return | 19.33% | 19.37%0pp | 91.64%-72.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,026 | $3,440-12.0% | $4,167-27.4% | $3,741-19.1% |
| Admin fee / account holder | $20,320 | $5,622+261.5% | $6,797+198.9% | $5,306+282.9% |