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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 | $150,138 | $70,684+112.4% | $169,397-11.4% | $75,177+99.7% |
| Participation rate | 27.4% | 64.8%-37.4pp | 77.2%-49.8pp | 67.2%-39.8pp |
| Annual return | 18.18% | 36.38%-18.2pp | 406.23%-388.1pp | 160.75%-142.6pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,609 | $4,310-62.7% | $6,223-74.1% | $4,126-61.0% |
| Admin fee / account holder | $768 | $5,404-85.8% | $9,017-91.5% | $5,651-86.4% |