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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 | $99,921 | $106,918-6.5% | $84,021+18.9% | $152,897-34.6% |
| Participation rate | 63.2% | 75.2%-12.1pp | 69.0%-5.9pp | 82.5%-19.3pp |
| Annual return | 22.11% | 105.01%-82.9pp | 71.32%-49.2pp | 345.43%-323.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,627 | $4,012-9.6% | $3,239+12.0% | $5,851-38.0% |
| Admin fee / account holder | $5,102 | $8,288-38.4% | $6,102-16.4% | $11,599-56.0% |