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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 | $95,610 | $104,937-8.9% | $84,628+13.0% | $152,897-37.5% |
| Participation rate | 69.2% | 74.8%-5.6pp | 68.2%+1.0pp | 82.5%-13.2pp |
| Annual return | 20.39% | 373.88%-353.5pp | 258.80%-238.4pp | 345.43%-325.0pp |
| Employer contribution / active EE | $31 | $3,303-99.1% | $2,653-98.8% | $4,764-99.4% |
| Participant deferral / active EE | $4,319 | $4,690-7.9% | $3,900+10.7% | $5,851-26.2% |
| Admin fee / account holder | $27,969 | $6,243+348.0% | $4,914+469.2% | $11,599+141.1% |