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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 | $87,081 | $48,364+80.1% | $71,796+21.3% | $62,881+38.5% |
| Participation rate | 66.7% | 60.6%+6.0pp | 69.1%-2.4pp | 69.3%-2.6pp |
| Annual return | 99.22% | 13.16%+86.1pp | 78.04%+21.2pp | 20.14%+79.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,583 | $2,091+71.3% | $2,794+28.2% | $3,203+11.9% |
| Admin fee / account holder | $7,947 | $3,771+110.7% | $4,815+65.0% | $4,296+85.0% |