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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 | $142,686 | $58,726+143.0% | $142,898-0.1% | $85,851+66.2% |
| Participation rate | 15.7% | 58.5%-42.8pp | 72.0%-56.3pp | 69.3%-53.6pp |
| Annual return | 13.84% | 27.73%-13.9pp | 5639.64%-5625.8pp | 318.63%-304.8pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,537 | $2,609-41.1% | $3,838-60.0% | $3,952-61.1% |
| Admin fee / account holder | $2,694 | $4,234-36.4% | $6,560-58.9% | $6,261-57.0% |