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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 | $88,683 | $63,346+40.0% | $92,240-3.9% | $70,126+26.5% |
| Participation rate | 69.7% | 68.7%+1.0pp | 76.5%-6.8pp | 69.5%+0.2pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $191 | $2,471-92.3% | $3,680-94.8% | $2,343-91.9% |
| Participant deferral / active EE | $4,272 | $2,854+49.7% | $3,897+9.6% | $3,332+28.2% |
| Admin fee / account holder | $8,506 | $3,841+121.5% | $5,194+63.8% | $4,645+83.1% |