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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 | $140,704 | $48,432+190.5% | $121,204+16.1% | $71,511+96.8% |
| Participation rate | 34.0% | 54.3%-20.3pp | 69.5%-35.6pp | 67.9%-34.0pp |
| Annual return | 15.53% | 23.28%-7.8pp | 987.18%-971.7pp | 28.86%-13.3pp |
| Employer contribution / active EE | $0 | $1,493-100.0% | $4,170-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,768 | $2,756+36.7% | $4,083-7.7% | $4,291-12.2% |
| Admin fee / account holder | $3,958 | $1,845+114.6% | $5,651-30.0% | $1,588+149.2% |