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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 | $139,833 | $84,236+66.0% | $170,439-18.0% | $70,124+99.4% |
| Participation rate | 17.9% | 70.8%-52.9pp | 83.6%-65.6pp | 69.5%-51.6pp |
| Annual return | 20.70% | 23.06%-2.4pp | 205.94%-185.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $976 | $3,086-68.4% | $4,939-80.2% | $3,332-70.7% |
| Admin fee / account holder | $656 | $5,698-88.5% | $13,881-95.3% | $4,645-85.9% |