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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 | $72,699 | $58,258+24.8% | $81,820-11.1% | $80,925-10.2% |
| Participation rate | 63.3% | 63.5%-0.1pp | 72.4%-9.1pp | 67.7%-4.3pp |
| Annual return | 13.11% | 41.76%-28.7pp | 777.93%-764.8pp | 35.65%-22.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,856 | $3,284+47.9% | $4,323+12.3% | $4,299+13.0% |
| Admin fee / account holder | $681 | $4,976-86.3% | $7,391-90.8% | $6,940-90.2% |