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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 | $105,391 | $100,868+4.5% | $90,414+16.6% | $158,931-33.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 19.01% | 1724.58%-1705.6pp | 1293.19%-1274.2pp | 302.86%-283.9pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $9,689 | $4,348+122.9% | $3,963+144.5% | $5,982+62.0% |
| Admin fee / account holder | $2,242 | $6,502-65.5% | $5,611-60.0% | $11,247-80.1% |