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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 | $137,748 | $83,337+65.3% | $67,834+103.1% | $273,972-49.7% |
| Participation rate | 23.5% | 76.4%-52.9pp | 68.8%-45.3pp | 83.0%-59.5pp |
| Annual return | 8.59% | 259.45%-250.9pp | 138.47%-129.9pp | 41.46%-32.9pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,146 | $4,088-72.0% | $3,160-63.7% | $5,287-78.3% |
| Admin fee / account holder | $1,694 | $6,752-74.9% | $4,622-63.4% | $10,133-83.3% |