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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 | $82,694 | $52,279+58.2% | $89,435-7.5% | $79,856+3.6% |
| Participation rate | 23.5% | 57.5%-34.0pp | 68.0%-44.5pp | 69.6%-46.1pp |
| Annual return | 15.11% | 22.16%-7.0pp | 245.55%-230.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,728 | $2,740+72.5% | $3,890+21.5% | $3,741+26.4% |
| Admin fee / account holder | $9,069 | $3,356+170.2% | $4,884+85.7% | $5,306+70.9% |