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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 | $80,763+99.8% | $102,412+57.6% | $74,459+116.7% |
| Participation rate | 36.8% | 65.7%-28.9pp | 74.5%-37.7pp | 67.2%-30.4pp |
| Annual return | 13.88% | 27.57%-13.7pp | 24.94%-11.1pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $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 | $2,371+260.2% | $8,388+1.8% | $1,945+339.2% |