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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 | $64,526 | $65,566-1.6% | $86,235-25.2% | $75,177-14.2% |
| Participation rate | 65.7% | 60.5%+5.2pp | 69.0%-3.2pp | 67.2%-1.5pp |
| Annual return | 14.09% | 46.07%-32.0pp | 1170.03%-1155.9pp | 160.75%-146.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,333 | $3,023-22.8% | $3,987-41.5% | $4,126-43.5% |
| Admin fee / account holder | $956 | $5,470-82.5% | $6,856-86.1% | $5,651-83.1% |