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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 | $88,114 | $98,766-10.8% | $149,730-41.2% | $79,852+10.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 19.73% | 27.43%-7.7pp | 276.70%-257.0pp | 31.72%-12.0pp |
| Employer contribution / active EE | $344 | $3,217-89.3% | $4,645-92.6% | $2,471-86.1% |
| Participant deferral / active EE | $2,744 | $5,681-51.7% | $6,843-59.9% | $3,740-26.6% |
| Admin fee / account holder | $1,106 | $6,052-81.7% | $9,310-88.1% | $5,306-79.2% |