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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 | $87,159 | $43,730+99.3% | $66,674+30.7% | $64,097+36.0% |
| Participation rate | 41.4% | 50.7%-9.3pp | 73.7%-32.2pp | 55.2%-13.8pp |
| Annual return | 13.28% | 53.62%-40.3pp | 321.24%-308.0pp | 34.64%-21.4pp |
| Employer contribution / active EE | $192 | $1,673-88.5% | $2,620-92.7% | $1,891-89.9% |
| Participant deferral / active EE | $2,751 | $2,122+29.7% | $4,084-32.6% | $3,080-10.7% |
| Admin fee / account holder | $5,516 | $2,708+103.7% | $5,098+8.2% | $3,454+59.7% |