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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 | $65,675 | $58,311+12.6% | $81,882-19.8% | $80,959-18.9% |
| Participation rate | 63.9% | 63.5%+0.4pp | 72.4%-8.5pp | 67.7%-3.8pp |
| Annual return | 15.72% | 41.85%-26.1pp | 779.47%-763.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,809 | $3,287+107.1% | $4,323+57.5% | $4,300+58.3% |
| Admin fee / account holder | $391 | $4,752-91.8% | $7,360-94.7% | $6,925-94.4% |