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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 | $112,875 | $111,785+1.0% | $93,669+20.5% | $145,877-22.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 11.23% | 203.79%-192.6pp | 133.59%-122.4pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,667 | $4,919+35.5% | $4,416+51.0% | $6,691-0.4% |
| Admin fee / account holder | $641 | $10,256-93.8% | $8,291-92.3% | $13,402-95.2% |