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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 | $97,655 | $58,241+67.7% | $81,780+19.4% | $80,911+20.7% |
| Participation rate | 54.2% | 63.4%-9.3pp | 72.4%-18.2pp | 67.6%-13.5pp |
| Annual return | 13.22% | 41.73%-28.5pp | 776.27%-763.0pp | 35.63%-22.4pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,590 | $3,283+9.4% | $4,321-16.9% | $4,297-16.4% |
| Admin fee / account holder | $16,533 | $4,973+232.5% | $7,384+123.9% | $6,935+138.4% |