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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 | $81,792 | $69,274+18.1% | $64,097+27.6% | $139,487-41.4% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 19.99% | 46.00%-26.0pp | 33.75%-13.8pp | 373.84%-353.8pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,329 | $4,685-28.9% | $3,881-14.2% | $6,713-50.4% |
| Admin fee / account holder | $3,779 | $4,247-11.0% | $3,070+23.1% | $11,407-66.9% |