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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 | $78,214 | $72,071+8.5% | $68,368+14.4% | $137,256-43.0% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 25.35% | 353.14%-327.8pp | 292.57%-267.2pp | 220.34%-195.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,833 | $4,410+77.6% | $4,123+90.0% | $6,407+22.3% |
| Admin fee / account holder | $535 | $5,336-90.0% | $5,150-89.6% | $12,270-95.6% |