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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 | $94,543 | $104,924-9.9% | $84,623+11.7% | $152,885-38.2% |
| Participation rate | 69.2% | 74.8%-5.6pp | 68.2%+1.0pp | 82.5%-13.2pp |
| Annual return | 17.53% | 373.82%-356.3pp | 258.77%-241.2pp | 345.39%-327.9pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,552 | $4,689+82.4% | $3,899+119.3% | $5,851+46.2% |
| Admin fee / account holder | $488 | $6,242-92.2% | $4,913-90.1% | $11,598-95.8% |