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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 | $75,374 | $63,346+19.0% | $92,240-18.3% | $70,126+7.5% |
| Participation rate | 32.0% | 68.7%-36.7pp | 76.5%-44.5pp | 69.5%-37.5pp |
| Annual return | 19.93% | 530.19%-510.3pp | 176.29%-156.4pp | 73.15%-53.2pp |
| Employer contribution / active EE | $410 | $2,471-83.4% | $3,680-88.9% | $2,343-82.5% |
| Participant deferral / active EE | $2,071 | $2,854-27.4% | $3,897-46.9% | $3,332-37.8% |
| Admin fee / account holder | $912 | $3,841-76.2% | $5,194-82.4% | $4,645-80.4% |