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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 | $74,155 | $48,050+54.3% | $96,754-23.4% | $64,340+15.3% |
| Participation rate | 57.6% | 40.6%+17.0pp | 70.3%-12.7pp | 55.2%+2.4pp |
| Annual return | 27.62% | 23.41%+4.2pp | 82.04%-54.4pp | 24.14%+3.5pp |
| Employer contribution / active EE | $0 | $1,204-100.0% | $2,679-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $9,634 | $2,191+339.7% | $4,758+102.5% | $2,980+223.2% |
| Admin fee / account holder | $17,313 | $3,741+362.7% | $8,905+94.4% | $3,703+367.6% |