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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 | $158,923 | $78,428+102.6% | $95,960+65.6% | $79,852+99.0% |
| Participation rate | 62.5% | 73.5%-11.0pp | 77.1%-14.6pp | 69.6%-7.1pp |
| Annual return | 13.73% | 19.37%-5.6pp | 91.63%-77.9pp | 31.72%-18.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,604 | $3,440-53.4% | $4,167-61.5% | $3,740-57.1% |
| Admin fee / account holder | $21,332 | $5,622+279.4% | $6,797+213.8% | $5,306+302.0% |