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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 | $108,692 | $105,210+3.3% | $159,487-31.8% | $85,851+26.6% |
| Participation rate | 67.4% | 75.8%-8.4pp | 82.8%-15.4pp | 69.3%-1.9pp |
| Annual return | 23.66% | 45.08%-21.4pp | 263.71%-240.0pp | 318.63%-295.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,286 | $5,946+73.0% | $7,354+39.9% | $3,952+160.3% |
| Admin fee / account holder | $1,661 | $6,934-76.0% | $10,804-84.6% | $6,261-73.5% |