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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 | $75,343 | $73,518+2.5% | $63,003+19.6% | $147,585-48.9% |
| Participation rate | 27.8% | 77.9%-50.1pp | 74.8%-47.0pp | 82.8%-55.1pp |
| Annual return | 19.80% | 175.46%-155.7pp | 87.59%-67.8pp | 578.57%-558.8pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,763 | $4,183-57.9% | $3,329-47.1% | $5,439-67.6% |
| Admin fee / account holder | $419 | $5,952-93.0% | $3,600-88.4% | $10,885-96.2% |