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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 | $63,779 | $73,532-13.3% | $178,505-64.3% | $74,478-14.4% |
| Participation rate | 67.9% | 66.6%+1.3pp | 77.1%-9.3pp | 67.2%+0.6pp |
| Annual return | 22.65% | 17.49%+5.2pp | 27.16%-4.5pp | 1370.56%-1347.9pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,955-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,025 | $4,519-10.9% | $6,280-35.9% | $4,350-7.5% |
| Admin fee / account holder | $4,812 | $1,813+165.5% | $10,428-53.9% | $1,946+147.3% |