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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 | $84,884 | $58,311+45.6% | $81,882+3.7% | $80,959+4.8% |
| Participation rate | 63.9% | 63.5%+0.4pp | 72.4%-8.5pp | 67.7%-3.8pp |
| Annual return | 13.78% | 41.85%-28.1pp | 779.47%-765.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,551 | $3,287+8.0% | $4,323-17.9% | $4,300-17.4% |
| Admin fee / account holder | $2,005 | $4,752-57.8% | $7,360-72.8% | $6,925-71.0% |