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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 | $129,813 | $61,125+112.4% | $94,057+38.0% | $87,485+48.4% |
| Participation rate | 45.7% | 64.1%-18.4pp | 73.3%-27.7pp | 68.9%-23.3pp |
| Annual return | 13.46% | 35.20%-21.7pp | 480.62%-467.2pp | 26.06%-12.6pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,855 | $3,260+18.2% | $4,709-18.1% | $4,274-9.8% |
| Admin fee / account holder | $32,436 | $5,629+476.3% | $7,244+347.7% | $7,775+317.2% |