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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 | $97,625 | $101,672-4.0% | $147,117-33.6% | $74,478+31.1% |
| Participation rate | 69.9% | 75.5%-5.6pp | 82.2%-12.3pp | 67.2%+2.7pp |
| Annual return | 21.41% | 8757.83%-8736.4pp | 420.54%-399.1pp | 1370.56%-1349.2pp |
| Employer contribution / active EE | $937 | $3,813-75.4% | $4,932-81.0% | $2,626-64.3% |
| Participant deferral / active EE | $4,661 | $7,305-36.2% | $8,065-42.2% | $4,350+7.1% |
| Admin fee / account holder | $11,002 | $1,753+527.6% | $12,993-15.3% | $1,946+465.4% |