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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 | $108,294 | $57,312+89.0% | $86,617+25.0% | $75,181+44.0% |
| Participation rate | 45.7% | 63.2%-17.5pp | 71.7%-26.0pp | 67.2%-21.5pp |
| Annual return | 16.87% | 2672.78%-2655.9pp | 591.91%-575.0pp | 160.69%-143.8pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,801 | $3,319+14.5% | $4,437-14.3% | $4,126-7.9% |
| Admin fee / account holder | $1,944 | $4,114-52.7% | $5,613-65.4% | $5,650-65.6% |