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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 | $154,939 | $98,776+56.9% | $149,745+3.5% | $79,856+94.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 13.56% | 27.38%-13.8pp | 276.72%-263.2pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,824 | $5,681-15.1% | $6,843-29.5% | $3,741+29.0% |
| Admin fee / account holder | $29,992 | $6,053+395.5% | $9,312+222.1% | $5,306+465.2% |