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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 | $130,592 | $42,546+206.9% | $71,796+81.9% | $55,167+136.7% |
| Participation rate | 49.5% | 59.1%-9.6pp | 69.1%-19.6pp | 69.0%-19.5pp |
| Annual return | 6.90% | 12.36%-5.5pp | 78.04%-71.1pp | 169.23%-162.3pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,665 | $2,064+29.1% | $2,794-4.6% | $3,054-12.7% |
| Admin fee / account holder | $7,130 | $650+997.5% | $4,815+48.1% | $504+1314.9% |