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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 | $115,537 | $102,638+12.6% | $81,991+40.9% | $158,966-27.3% |
| Participation rate | 68.8% | 75.5%-6.8pp | 69.3%-0.5pp | 82.0%-13.2pp |
| Annual return | 8.49% | 61.05%-52.6pp | 41.31%-32.8pp | 302.95%-294.5pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,892 | $4,649+91.3% | $3,722+138.9% | $5,983+48.6% |
| Admin fee / account holder | $43,029 | $8,237+422.4% | $5,665+659.6% | $11,250+282.5% |