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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 | $73,681 | $69,252+6.4% | $64,099+14.9% | $139,456-47.2% |
| Participation rate | 58.3% | 75.6%-17.3pp | 72.3%-14.0pp | 80.3%-22.0pp |
| Annual return | 23.81% | 45.89%-22.1pp | 33.70%-9.9pp | 373.45%-349.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $12,459 | $4,683+166.0% | $3,881+221.0% | $6,711+85.6% |
| Admin fee / account holder | $663 | $4,248-84.4% | $3,070-78.4% | $11,407-94.2% |