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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 | $87,680 | $45,123+94.3% | $85,240+2.9% | $74,478+17.7% |
| Participation rate | 66.4% | 49.4%+17.0pp | 67.5%-1.2pp | 67.2%-0.9pp |
| Annual return | 14.43% | 26.32%-11.9pp | 66.75%-52.3pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $67 | $1,459-95.4% | $2,735-97.6% | $2,626-97.5% |
| Participant deferral / active EE | $10,942 | $2,736+299.9% | $4,527+141.7% | $4,350+151.5% |
| Admin fee / account holder | $6,613 | $2,215+198.6% | $6,165+7.3% | $1,946+239.8% |