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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 | $86,221 | $47,944+79.8% | $67,834+27.1% | $62,881+37.1% |
| Participation rate | 7.5% | 61.1%-53.6pp | 68.8%-61.3pp | 69.3%-61.8pp |
| Annual return | 7.56% | 11.77%-4.2pp | 138.47%-130.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $960 | $2,247-57.3% | $3,160-69.6% | $3,203-70.0% |
| Admin fee / account holder | $1,566 | $3,712-57.8% | $4,622-66.1% | $4,296-63.5% |