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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 | $73,459-13.2% | $178,449-64.3% | $74,400-14.3% |
| Participation rate | 67.9% | 66.6%+1.3pp | 77.1%-9.2pp | 67.2%+0.6pp |
| Annual return | 22.65% | 17.50%+5.2pp | 27.09%-4.4pp | 1367.51%-1344.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,951-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,025 | $4,515-10.9% | $6,277-35.9% | $4,348-7.4% |
| Admin fee / account holder | $4,812 | $1,812+165.6% | $10,362-53.6% | $1,944+147.6% |