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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 | $97,964 | $111,785-12.4% | $93,669+4.6% | $145,877-32.8% |
| Participation rate | 45.0% | 74.2%-29.2pp | 68.7%-23.7pp | 80.3%-35.3pp |
| Annual return | 10.88% | 203.79%-192.9pp | 133.59%-122.7pp | 551.28%-540.4pp |
| Employer contribution / active EE | $179 | $3,096-94.2% | $2,424-92.6% | $4,663-96.2% |
| Participant deferral / active EE | $1,939 | $4,919-60.6% | $4,416-56.1% | $6,691-71.0% |
| Admin fee / account holder | $5,332 | $10,256-48.0% | $8,291-35.7% | $13,402-60.2% |