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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 | $92,990 | $77,157+20.5% | $108,405-14.2% | $85,847+8.3% |
| Participation rate | 69.1% | 74.7%-5.6pp | 80.1%-11.0pp | 69.3%-0.2pp |
| Annual return | 14.90% | 44.55%-29.7pp | 905.55%-890.7pp | 318.61%-303.7pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,156 | $5,567+10.6% | $6,563-6.2% | $3,952+55.8% |
| Admin fee / account holder | $2,967 | $5,174-42.7% | $7,297-59.3% | $6,261-52.6% |