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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 | $112,019 | $60,454+85.3% | $81,844+36.9% | $74,459+50.4% |
| Participation rate | 43.6% | 63.0%-19.3pp | 72.4%-28.8pp | 67.2%-23.6pp |
| Annual return | 14.75% | 16.87%-2.1pp | 778.87%-764.1pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,748 | $3,398+39.7% | $4,323+9.8% | $4,350+9.1% |
| Admin fee / account holder | $22,836 | $1,490+1432.2% | $7,355+210.5% | $1,945+1074.2% |