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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 | $101,950+33.6% | $125,529+8.5% | $86,983+56.6% |
| Participation rate | 32.4% | 70.2%-37.8pp | 74.7%-42.4pp | 69.5%-37.2pp |
| Annual return | 13.97% | 18.29%-4.3pp | 202.56%-188.6pp | 25.83%-11.9pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,806 | $3,862-27.3% | $4,813-41.7% | $4,194-33.1% |
| Admin fee / account holder | $37,739 | $12,791+195.0% | $16,298+131.6% | $7,856+380.4% |