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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 | $78,692 | $49,976+57.5% | $66,674+18.0% | $82,637-4.8% |
| Participation rate | 65.5% | 63.1%+2.4pp | 73.7%-8.2pp | 68.1%-2.5pp |
| Annual return | 14.00% | 39.09%-25.1pp | 321.24%-307.2pp | 53.51%-39.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,637 | $2,847+98.0% | $4,084+38.0% | $4,126+36.6% |
| Admin fee / account holder | $11,678 | $4,594+154.2% | $5,098+129.1% | $7,339+59.1% |