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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 | $130,519 | $65,034+100.7% | $90,970+43.5% | $79,856+63.4% |
| Participation rate | 36.4% | 61.6%-25.3pp | 69.0%-32.7pp | 69.6%-33.3pp |
| Annual return | 14.31% | 30.45%-16.1pp | 134.60%-120.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,896 | $2,512-24.5% | $3,373-43.8% | $3,741-49.3% |
| Admin fee / account holder | $17,094 | $4,536+276.9% | $5,961+186.8% | $5,306+222.1% |