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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 | $65,763 | $45,041+46.0% | $63,003+4.4% | $70,131-6.2% |
| Participation rate | 3.6% | 69.5%-66.0pp | 74.8%-71.2pp | 69.5%-66.0pp |
| Annual return | 13.97% | 18.76%-4.8pp | 87.59%-73.6pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $10,025 | $2,465+306.6% | $3,329+201.1% | $3,332+200.9% |
| Admin fee / account holder | $8,565 | $2,836+202.1% | $3,600+137.9% | $4,645+84.4% |