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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 | $86,237 | $48,053+79.5% | $84,628+1.9% | $72,975+18.2% |
| Participation rate | 68.1% | 57.6%+10.5pp | 68.2%-0.2pp | 69.5%-1.4pp |
| Annual return | 20.55% | 37.39%-16.8pp | 258.80%-238.2pp | 81.01%-60.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,592 | $2,681+183.2% | $3,900+94.7% | $3,608+110.4% |
| Admin fee / account holder | $6,739 | $3,395+98.5% | $4,914+37.1% | $5,124+31.5% |