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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 | $72,827 | $68,412+6.5% | $94,679-23.1% | $75,181-3.1% |
| Participation rate | 69.6% | 76.1%-6.4pp | 80.8%-11.2pp | 67.2%+2.4pp |
| Annual return | 19.17% | 616.91%-597.7pp | 156.75%-137.6pp | 160.69%-141.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,689 | $6,537+78.8% | $7,417+57.6% | $4,126+183.3% |
| Admin fee / account holder | $7,065 | $5,326+32.7% | $7,233-2.3% | $5,650+25.1% |