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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 | $79,596 | $49,177+61.9% | $79,467+0.2% | $64,173+24.0% |
| Participation rate | 52.3% | 65.0%-12.8pp | 73.3%-21.1pp | 69.6%-17.3pp |
| Annual return | 45.21% | -1.16%+46.4pp | 718.30%-673.1pp | 7.63%+37.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,776 | $2,821-1.6% | $3,704-25.1% | $3,470-20.0% |
| Admin fee / account holder | $4,465 | $3,839+16.3% | $5,104-12.5% | $4,887-8.6% |