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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 | $67,730 | $63,346+6.9% | $92,240-26.6% | $70,126-3.4% |
| Participation rate | 48.7% | 68.7%-20.0pp | 76.5%-27.8pp | 69.5%-20.8pp |
| Annual return | 13.99% | 530.19%-516.2pp | 176.29%-162.3pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,917 | $2,854+37.3% | $3,897+0.5% | $3,332+17.6% |
| Admin fee / account holder | $481 | $3,841-87.5% | $5,194-90.7% | $4,645-89.7% |