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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 | $99,608 | $47,479+109.8% | $62,929+58.3% | $82,448+20.8% |
| Participation rate | 67.9% | 66.9%+1.0pp | 73.1%-5.3pp | 68.1%-0.2pp |
| Annual return | 12.76% | 20.34%-7.6pp | 1063.93%-1051.2pp | 41.64%-28.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,073 | $2,870+250.9% | $3,888+159.0% | $4,139+143.3% |
| Admin fee / account holder | $4,219 | $3,804+10.9% | $5,065-16.7% | $7,234-41.7% |