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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 | $91,790 | $90,691+1.2% | $76,119+20.6% | $145,884-37.1% |
| Participation rate | 68.8% | 74.5%-5.7pp | 69.1%-0.3pp | 80.3%-11.6pp |
| Annual return | 12.27% | 624.52%-612.3pp | 361.25%-349.0pp | 551.85%-539.6pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,675 | $5,167-67.6% | $4,259-60.7% | $6,690-75.0% |
| Admin fee / account holder | $574 | $8,383-93.2% | $6,421-91.1% | $13,392-95.7% |