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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 | $155,511 | $56,116+177.1% | $135,768+14.5% | $86,983+78.8% |
| Participation rate | 31.4% | 60.1%-28.7pp | 71.1%-39.7pp | 69.5%-38.1pp |
| Annual return | 17.65% | 125.33%-107.7pp | 526.10%-508.4pp | 25.83%-8.2pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,693 | $2,690+0.1% | $3,977-32.3% | $4,194-35.8% |
| Admin fee / account holder | $1,115 | $4,314-74.2% | $7,048-84.2% | $7,856-85.8% |