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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 | $67,092 | $53,128+26.3% | $86,582-22.5% | $70,126-4.3% |
| Participation rate | 46.7% | 65.3%-18.6pp | 73.5%-26.9pp | 69.5%-22.9pp |
| Annual return | 17.31% | 27.66%-10.3pp | 965.08%-947.8pp | 73.15%-55.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,264 | $2,695+21.1% | $3,609-9.5% | $3,332-2.0% |
| Admin fee / account holder | $801 | $3,584-77.6% | $4,904-83.7% | $4,645-82.7% |