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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 | $88,932 | $57,312+55.2% | $86,617+2.7% | $75,181+18.3% |
| Participation rate | 63.5% | 63.2%+0.3pp | 71.7%-8.2pp | 67.2%-3.7pp |
| Annual return | 14.89% | 2672.78%-2657.9pp | 591.91%-577.0pp | 160.69%-145.8pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,817 | $3,319+45.1% | $4,437+8.6% | $4,126+16.7% |
| Admin fee / account holder | $7,959 | $4,114+93.5% | $5,613+41.8% | $5,650+40.9% |