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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 | $96,607 | $45,566+112.0% | $64,105+50.7% | $59,633+62.0% |
| Participation rate | 67.7% | 60.2%+7.6pp | 68.2%-0.4pp | 68.7%-0.9pp |
| Annual return | 0.49% | 4.95%-4.5pp | 791.24%-790.8pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,860 | $2,057+87.7% | $2,822+36.8% | $3,192+20.9% |
| Admin fee / account holder | $3,317 | $3,268+1.5% | $4,499-26.3% | $4,297-22.8% |