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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 | $104,307 | $56,063+86.1% | $76,051+37.2% | $80,911+28.9% |
| Participation rate | 42.9% | 62.0%-19.2pp | 69.1%-26.2pp | 67.6%-24.8pp |
| Annual return | 18.29% | 20.54%-2.3pp | 360.42%-342.1pp | 35.63%-17.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,780 | $3,052+89.4% | $4,257+35.8% | $4,297+34.5% |
| Admin fee / account holder | $4,150 | $5,240-20.8% | $6,416-35.3% | $6,935-40.2% |