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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 | $72,429 | $57,541+25.9% | $95,740-24.3% | $75,173-3.7% |
| Participation rate | 40.6% | 62.5%-21.9pp | 72.3%-31.6pp | 67.2%-26.6pp |
| Annual return | 56.11% | 34.93%+21.2pp | 28.41%+27.7pp | 160.72%-104.6pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,999 | $3,074-2.4% | $4,244-29.3% | $4,126-27.3% |
| Admin fee / account holder | $812 | $4,099-80.2% | $5,676-85.7% | $5,651-85.6% |