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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 | $104,305 | $98,463+5.9% | $119,258-12.5% | $85,847+21.5% |
| Participation rate | 31.4% | 77.6%-46.2pp | 82.7%-51.3pp | 69.3%-37.9pp |
| Annual return | 16.48% | 38.53%-22.1pp | 30.69%-14.2pp | 318.61%-302.1pp |
| Employer contribution / active EE | $788 | $3,698-78.7% | $4,384-82.0% | $2,565-69.3% |
| Participant deferral / active EE | $2,637 | $4,942-46.6% | $6,111-56.9% | $3,952-33.3% |
| Admin fee / account holder | $77,334 | $7,493+932.1% | $7,226+970.2% | $6,261+1135.2% |