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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 | $154,293 | $65,434+135.8% | $98,483+56.7% | $85,847+79.7% |
| Participation rate | 40.4% | 65.0%-24.7pp | 73.3%-33.0pp | 69.3%-29.0pp |
| Annual return | 0.00% | 21.75%-21.8pp | 1494.38%-1494.4pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,984 | $3,168-37.4% | $4,276-53.6% | $3,952-49.8% |
| Admin fee / account holder | $344 | $4,595-92.5% | $5,953-94.2% | $6,261-94.5% |