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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 | $89,357 | $55,930+59.8% | $76,089+17.4% | $80,925+10.4% |
| Participation rate | 41.7% | 62.1%-20.4pp | 69.1%-27.4pp | 67.7%-26.0pp |
| Annual return | 14.42% | 20.58%-6.2pp | 360.94%-346.5pp | 35.65%-21.2pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,296 | $3,051-57.5% | $4,259-69.6% | $4,299-69.8% |
| Admin fee / account holder | $4,449 | $5,241-15.1% | $6,418-30.7% | $6,940-35.9% |