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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 | $51,184+68.5% | $66,439+29.8% | $86,983-0.9% |
| Participation rate | 57.7% | 68.5%-10.8pp | 74.5%-16.8pp | 69.5%-11.8pp |
| Annual return | 13.29% | 17.07%-3.8pp | 757.66%-744.4pp | 25.83%-12.5pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,293 | $2,927+251.6% | $3,876+165.5% | $4,194+145.4% |
| Admin fee / account holder | $14,525 | $4,154+249.6% | $6,173+135.3% | $7,856+84.9% |