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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 | $76,167 | $72,071+5.7% | $68,368+11.4% | $137,256-44.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 13.31% | 353.14%-339.8pp | 292.57%-279.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,625 | $4,410+27.6% | $4,123+36.4% | $6,407-12.2% |
| Admin fee / account holder | $1,517 | $5,336-71.6% | $5,150-70.5% | $12,270-87.6% |