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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 | $92,334 | $85,766+7.7% | $136,298-32.3% | $70,126+31.7% |
| Participation rate | 63.5% | 74.2%-10.6pp | 81.9%-18.4pp | 69.5%-6.0pp |
| Annual return | 32.33% | 31.46%+0.9pp | 5156.27%-5123.9pp | 73.15%-40.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,500 | $5,051+48.5% | $6,247+20.1% | $3,332+125.1% |
| Admin fee / account holder | $3,992 | $5,421-26.4% | $9,244-56.8% | $4,645-14.1% |