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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 | $118,156 | $58,848+100.8% | $88,179+34.0% | $82,637+43.0% |
| Participation rate | 43.2% | 57.9%-14.7pp | 69.1%-26.0pp | 68.1%-24.9pp |
| Annual return | 17.99% | 22.76%-4.8pp | 64.97%-47.0pp | 53.51%-35.5pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,973 | $3,124-4.8% | $4,614-35.6% | $4,126-27.9% |
| Admin fee / account holder | $37,535 | $4,795+682.8% | $7,673+389.2% | $7,339+411.5% |