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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 | $117,698 | $49,976+135.5% | $66,674+76.5% | $82,637+42.4% |
| Participation rate | 48.8% | 63.1%-14.3pp | 73.7%-24.9pp | 68.1%-19.3pp |
| Annual return | 13.95% | 39.09%-25.1pp | 321.24%-307.3pp | 53.51%-39.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,705 | $2,847-40.1% | $4,084-58.2% | $4,126-58.7% |
| Admin fee / account holder | $10,192 | $4,594+121.9% | $5,098+99.9% | $7,339+38.9% |