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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 | $92,621 | $48,337+91.6% | $67,560+37.1% | $80,959+14.4% |
| Participation rate | 52.8% | 66.4%-13.7pp | 72.9%-20.2pp | 67.7%-14.9pp |
| Annual return | 24.17% | 18.26%+5.9pp | 3533.50%-3509.3pp | 35.67%-11.5pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,768 | $2,928+97.0% | $4,004+44.0% | $4,300+34.1% |
| Admin fee / account holder | $1,683 | $3,695-54.5% | $3,994-57.9% | $6,925-75.7% |