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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 | $161,355 | $80,781+99.7% | $102,437+57.5% | $74,478+116.6% |
| Participation rate | 36.8% | 65.7%-28.9pp | 74.5%-37.7pp | 67.2%-30.4pp |
| Annual return | 13.88% | 27.58%-13.7pp | 24.95%-11.1pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,248 | $3,862-41.8% | $5,060-55.6% | $4,350-48.3% |
| Admin fee / account holder | $8,542 | $2,372+260.1% | $8,388+1.8% | $1,946+339.0% |