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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 | $50,554+70.6% | $67,681+27.4% | $87,485-1.4% |
| Participation rate | 57.7% | 67.7%-10.0pp | 73.7%-16.0pp | 68.9%-11.2pp |
| Annual return | 13.29% | 17.81%-4.5pp | 590.58%-577.3pp | 26.06%-12.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,293 | $2,961+247.6% | $3,976+158.9% | $4,274+140.8% |
| Admin fee / account holder | $14,525 | $4,132+251.5% | $6,100+138.1% | $7,775+86.8% |