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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 | $64,325 | $63,346+1.5% | $92,240-30.3% | $70,126-8.3% |
| Participation rate | 69.0% | 68.7%+0.4pp | 76.5%-7.4pp | 69.5%-0.5pp |
| Annual return | 30.07% | 530.19%-500.1pp | 176.29%-146.2pp | 73.15%-43.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,183 | $2,854+81.6% | $3,897+33.0% | $3,332+55.6% |
| Admin fee / account holder | $2,998 | $3,841-21.9% | $5,194-42.3% | $4,645-35.5% |