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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 | $88,815 | $53,128+67.2% | $86,582+2.6% | $70,126+26.7% |
| Participation rate | 62.2% | 65.3%-3.1pp | 73.5%-11.4pp | 69.5%-7.4pp |
| Annual return | 16.19% | 27.66%-11.5pp | 965.08%-948.9pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,228 | $2,695+56.9% | $3,609+17.2% | $3,332+26.9% |
| Admin fee / account holder | $5,136 | $3,584+43.3% | $4,904+4.7% | $4,645+10.6% |