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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 | $77,308 | $45,566+69.7% | $64,105+20.6% | $59,633+29.6% |
| Participation rate | 69.4% | 60.2%+9.2pp | 68.2%+1.2pp | 68.7%+0.7pp |
| Annual return | 4.63% | 4.95%-0.3pp | 791.24%-786.6pp | 2041.45%-2036.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,837 | $2,057-10.7% | $2,822-34.9% | $3,192-42.4% |
| Admin fee / account holder | $10,572 | $3,268+223.6% | $4,499+135.0% | $4,297+146.0% |