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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 | $58,258+64.4% | $81,820+17.0% | $80,925+18.3% |
| Participation rate | 56.7% | 63.5%-6.7pp | 72.4%-15.7pp | 67.7%-10.9pp |
| Annual return | 11.62% | 41.76%-30.1pp | 777.93%-766.3pp | 35.65%-24.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,038 | $3,284+53.4% | $4,323+16.5% | $4,299+17.2% |
| Admin fee / account holder | $17,337 | $4,976+248.4% | $7,391+134.6% | $6,940+149.8% |