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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 | $101,591-3.9% | $147,096-33.6% | $74,429+31.2% |
| Participation rate | 69.9% | 75.5%-5.6pp | 82.2%-12.3pp | 67.2%+2.7pp |
| Annual return | 21.41% | 8746.45%-8725.0pp | 419.75%-398.3pp | 1368.38%-1347.0pp |
| Employer contribution / active EE | $937 | $3,813-75.4% | $4,936-81.0% | $2,625-64.3% |
| Participant deferral / active EE | $4,661 | $7,302-36.2% | $8,071-42.2% | $4,348+7.2% |
| Admin fee / account holder | $11,002 | $1,750+528.7% | $13,005-15.4% | $1,944+465.9% |