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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 | $127,190 | $45,119+181.9% | $85,126+49.4% | $74,429+70.9% |
| Participation rate | 23.8% | 49.4%-25.5pp | 67.5%-43.7pp | 67.2%-43.4pp |
| Annual return | 11.33% | 26.28%-15.0pp | 66.63%-55.3pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $142 | $1,460-90.3% | $2,731-94.8% | $2,625-94.6% |
| Participant deferral / active EE | $2,670 | $2,738-2.5% | $4,523-41.0% | $4,348-38.6% |
| Admin fee / account holder | $21,756 | $2,214+882.6% | $6,160+253.2% | $1,944+1019.0% |