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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 | $139,903 | $52,507+166.4% | $129,406+8.1% | $74,478+87.8% |
| Participation rate | 34.0% | 53.9%-19.9pp | 69.6%-35.7pp | 67.2%-33.3pp |
| Annual return | 11.83% | 15.64%-3.8pp | 9468.18%-9456.3pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,891 | $2,801+38.9% | $4,167-6.6% | $4,350-10.6% |
| Admin fee / account holder | $1,002 | $2,639-62.0% | $7,689-87.0% | $1,946-48.5% |