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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 | $95,750 | $58,234+64.4% | $81,783+17.1% | $80,874+18.4% |
| Participation rate | 56.7% | 63.4%-6.7pp | 72.4%-15.6pp | 67.6%-10.9pp |
| Annual return | 11.62% | 41.70%-30.1pp | 775.05%-763.4pp | 35.62%-24.0pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,038 | $3,283+53.5% | $4,320+16.6% | $4,297+17.2% |
| Admin fee / account holder | $17,337 | $4,982+248.0% | $7,380+134.9% | $6,935+150.0% |