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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 | $123,643 | $54,729+125.9% | $86,235+43.4% | $71,529+72.9% |
| Participation rate | 32.0% | 60.1%-28.1pp | 69.0%-37.0pp | 67.9%-36.0pp |
| Annual return | 18.22% | 20.07%-1.8pp | 1170.03%-1151.8pp | 28.97%-10.7pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $3,338 | $3,110+7.3% | $3,987-16.3% | $4,291-22.2% |
| Admin fee / account holder | $7,305 | $1,921+280.1% | $6,856+6.5% | $1,588+359.8% |