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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 | $66,617 | $45,566+46.2% | $64,105+3.9% | $59,633+11.7% |
| Participation rate | 65.5% | 60.2%+5.3pp | 68.2%-2.7pp | 68.7%-3.2pp |
| Annual return | -1.75% | 4.95%-6.7pp | 791.24%-793.0pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,239 | $2,057+8.9% | $2,822-20.6% | $3,192-29.8% |
| Admin fee / account holder | $3,462 | $3,268+6.0% | $4,499-23.1% | $4,297-19.4% |