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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 | $76,569 | $63,346+20.9% | $92,240-17.0% | $70,126+9.2% |
| Participation rate | 64.3% | 68.7%-4.4pp | 76.5%-12.2pp | 69.5%-5.3pp |
| Annual return | 20.49% | 530.19%-509.7pp | 176.29%-155.8pp | 73.15%-52.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,645 | $2,854-7.3% | $3,897-32.1% | $3,332-20.6% |
| Admin fee / account holder | $8,622 | $3,841+124.5% | $5,194+66.0% | $4,645+85.6% |