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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 | $82,448 | $63,342+30.2% | $92,236-10.6% | $70,131+17.6% |
| Participation rate | 51.2% | 68.7%-17.5pp | 76.5%-25.3pp | 69.5%-18.4pp |
| Annual return | 12.68% | 530.15%-517.5pp | 176.29%-163.6pp | 73.14%-60.5pp |
| Employer contribution / active EE | $301 | $2,471-87.8% | $3,679-91.8% | $2,342-87.1% |
| Participant deferral / active EE | $3,013 | $2,854+5.6% | $3,897-22.7% | $3,332-9.6% |
| Admin fee / account holder | $40,235 | $3,840+947.7% | $5,194+674.7% | $4,645+766.1% |