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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 | $104,323 | $51,604+102.2% | $129,295-19.3% | $80,874+29.0% |
| Participation rate | 23.1% | 57.0%-33.9pp | 69.6%-46.5pp | 67.6%-44.6pp |
| Annual return | 20.45% | 20.76%-0.3pp | 9429.28%-9408.8pp | 35.62%-15.2pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $966 | $2,670-63.8% | $4,169-76.8% | $4,297-77.5% |
| Admin fee / account holder | $6,325 | $4,310+46.8% | $7,665-17.5% | $6,935-8.8% |