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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 | $158,981 | $83,337+90.8% | $67,834+134.4% | $273,972-42.0% |
| Participation rate | 40.0% | 76.4%-36.4pp | 68.8%-28.8pp | 83.0%-43.0pp |
| Annual return | 10.83% | 259.45%-248.6pp | 138.47%-127.6pp | 41.46%-30.6pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,750 | $4,088-32.7% | $3,160-13.0% | $5,287-48.0% |
| Admin fee / account holder | $2,963 | $6,752-56.1% | $4,622-35.9% | $10,133-70.8% |