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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 | $76,540 | $59,448+28.8% | $93,696-18.3% | $74,459+2.8% |
| Participation rate | 62.7% | 59.6%+3.1pp | 68.7%-6.0pp | 67.2%-4.5pp |
| Annual return | 11.35% | 82.11%-70.8pp | 133.74%-122.4pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $222 | $1,266-82.5% | $2,422-90.8% | $2,626-91.5% |
| Participant deferral / active EE | $3,653 | $3,052+19.7% | $4,417-17.3% | $4,350-16.0% |
| Admin fee / account holder | $2,576 | $3,027-14.9% | $8,287-68.9% | $1,945+32.4% |