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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 | $96,911 | $68,097+42.3% | $62,929+54.0% | $137,256-29.4% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 22.19% | 1859.11%-1836.9pp | 1063.93%-1041.7pp | 220.34%-198.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,767 | $4,553+136.5% | $3,888+176.9% | $6,407+68.1% |
| Admin fee / account holder | $614 | $6,521-90.6% | $5,065-87.9% | $12,270-95.0% |