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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 | $121,732 | $85,171+42.9% | $172,752-29.5% | $72,975+66.8% |
| Participation rate | 28.0% | 70.1%-42.1pp | 82.6%-54.6pp | 69.5%-41.5pp |
| Annual return | 22.19% | 27.32%-5.1pp | 802.97%-780.8pp | 81.01%-58.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,114 | $3,260-4.5% | $5,198-40.1% | $3,608-13.7% |
| Admin fee / account holder | $2,038 | $5,880-65.3% | $13,955-85.4% | $5,124-60.2% |