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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 | $184,140 | $54,541+237.6% | $78,778+133.7% | $70,126+162.6% |
| Participation rate | 40.5% | 60.8%-20.3pp | 69.2%-28.7pp | 69.5%-29.0pp |
| Annual return | 13.36% | 21.07%-7.7pp | 35.62%-22.3pp | 73.15%-59.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,095 | $2,210-5.2% | $2,958-29.2% | $3,332-37.1% |
| Admin fee / account holder | $9,955 | $3,709+168.4% | $5,134+93.9% | $4,645+114.3% |