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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 | $136,182 | $94,436+44.2% | $115,599+17.8% | $82,637+64.8% |
| Participation rate | 32.4% | 70.4%-38.1pp | 74.3%-41.9pp | 68.1%-35.7pp |
| Annual return | 13.97% | 18.37%-4.4pp | 111.10%-97.1pp | 53.51%-39.5pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,806 | $3,955-29.0% | $4,889-42.6% | $4,126-32.0% |
| Admin fee / account holder | $37,739 | $10,328+265.4% | $12,841+193.9% | $7,339+414.2% |