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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 | $85,956 | $86,294-0.4% | $111,303-22.8% | $85,856+0.1% |
| Participation rate | 27.6% | 73.3%-45.7pp | 77.3%-49.7pp | 69.3%-41.7pp |
| Annual return | 26.48% | 19.99%+6.5pp | 54.66%-28.2pp | 318.58%-292.1pp |
| Employer contribution / active EE | $211 | $2,043-89.7% | $2,731-92.3% | $2,565-91.8% |
| Participant deferral / active EE | $1,762 | $3,641-51.6% | $4,487-60.7% | $3,952-55.4% |
| Admin fee / account holder | $21,227 | $8,189+159.2% | $7,966+166.5% | $6,261+239.1% |