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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 | $76,157 | $68,398+11.3% | $94,664-19.6% | $75,173+1.3% |
| Participation rate | 66.3% | 76.1%-9.8pp | 80.8%-14.6pp | 67.2%-0.9pp |
| Annual return | 16.89% | 616.72%-599.8pp | 156.84%-140.0pp | 160.72%-143.8pp |
| Employer contribution / active EE | $27 | $2,701-99.0% | $3,673-99.3% | $2,671-99.0% |
| Participant deferral / active EE | $3,355 | $6,537-48.7% | $7,417-54.8% | $4,126-18.7% |
| Admin fee / account holder | $8,554 | $5,324+60.7% | $7,222+18.4% | $5,651+51.4% |