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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 | $82,226 | $85,766-4.1% | $136,298-39.7% | $70,126+17.3% |
| Participation rate | 60.9% | 74.2%-13.3pp | 81.9%-21.1pp | 69.5%-8.7pp |
| Annual return | 14.25% | 31.46%-17.2pp | 5156.27%-5142.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $432 | $2,966-85.4% | $4,696-90.8% | $2,343-81.6% |
| Participant deferral / active EE | $2,359 | $5,051-53.3% | $6,247-62.2% | $3,332-29.2% |
| Admin fee / account holder | $860 | $5,421-84.1% | $9,244-90.7% | $4,645-81.5% |