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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 | $113,741 | $80,332+41.6% | $107,187+6.1% | $64,097+77.5% |
| Participation rate | 46.2% | 54.4%-8.3pp | 75.0%-28.9pp | 55.2%-9.0pp |
| Annual return | 17.77% | 24.26%-6.5pp | 204.55%-186.8pp | 34.64%-16.9pp |
| Employer contribution / active EE | -$0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,993 | $3,109-3.7% | $5,096-41.3% | $3,080-2.8% |
| Admin fee / account holder | $19,645 | $4,314+355.3% | $9,162+114.4% | $3,454+468.7% |