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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 | $111,830+0.9% | $93,696+20.5% | $145,884-22.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 11.23% | 204.08%-192.8pp | 133.74%-122.5pp | 551.85%-540.6pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,667 | $4,920+35.5% | $4,417+50.9% | $6,690-0.3% |
| Admin fee / account holder | $641 | $10,249-93.8% | $8,287-92.3% | $13,392-95.2% |