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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 | $86,225 | $55,457+55.5% | $77,361+11.5% | $94,015-8.3% |
| Participation rate | 57.7% | 69.8%-12.1pp | 75.0%-17.3pp | 70.8%-13.1pp |
| Annual return | 13.29% | 15.57%-2.3pp | 1011.54%-998.3pp | 17.84%-4.6pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $10,293 | $3,069+235.3% | $3,911+163.2% | $4,249+142.2% |
| Admin fee / account holder | $14,525 | $4,334+235.2% | $5,894+146.5% | $8,951+62.3% |