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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 | $65,698 | $106,864-38.5% | $147,318-55.4% | $82,637-20.5% |
| Participation rate | 64.9% | 75.5%-10.6pp | 82.1%-17.2pp | 68.1%-3.2pp |
| Annual return | 156.06% | 27.49%+128.6pp | 70.43%+85.6pp | 53.51%+102.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,195 | $6,496+87.7% | $7,906+54.2% | $4,126+195.6% |
| Admin fee / account holder | $3,578 | $8,415-57.5% | $13,708-73.9% | $7,339-51.3% |