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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 | $84,585 | $47,105+79.6% | $68,368+23.7% | $67,986+24.4% |
| Participation rate | 53.5% | 51.8%+1.7pp | 73.8%-20.2pp | 57.2%-3.7pp |
| Annual return | 17.46% | 48.37%-30.9pp | 292.57%-275.1pp | 31.67%-14.2pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,913 | $2,374+22.7% | $4,123-29.3% | $3,358-13.3% |
| Admin fee / account holder | $7,730 | $2,435+217.5% | $5,150+50.1% | $3,203+141.3% |