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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 | $127,262 | $91,559+39.0% | $133,971-5.0% | $79,852+59.4% |
| Participation rate | 43.6% | 73.3%-29.8pp | 79.8%-36.3pp | 69.6%-26.0pp |
| Annual return | 19.46% | 61.85%-42.4pp | 45.09%-25.6pp | 31.72%-12.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,945 | $3,734-47.9% | $5,047-61.5% | $3,740-48.0% |
| Admin fee / account holder | $43,287 | $6,321+584.8% | $8,929+384.8% | $5,306+715.8% |