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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 | $95,871 | $45,566+110.4% | $64,105+49.6% | $59,633+60.8% |
| Participation rate | 42.4% | 60.2%-17.8pp | 68.2%-25.8pp | 68.7%-26.3pp |
| Annual return | 3.45% | 4.95%-1.5pp | 791.24%-787.8pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,817 | $2,057-11.7% | $2,822-35.6% | $3,192-43.1% |
| Admin fee / account holder | $6,165 | $3,268+88.7% | $4,499+37.0% | $4,297+43.5% |