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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 | $97,617 | $101,591-3.9% | $147,096-33.6% | $74,429+31.2% |
| Participation rate | 63.6% | 75.5%-12.0pp | 82.2%-18.6pp | 67.2%-3.7pp |
| Annual return | 24.29% | 8746.45%-8722.2pp | 419.75%-395.5pp | 1368.38%-1344.1pp |
| Employer contribution / active EE | $851 | $3,813-77.7% | $4,936-82.8% | $2,625-67.6% |
| Participant deferral / active EE | $7,335 | $7,302+0.5% | $8,071-9.1% | $4,348+68.7% |
| Admin fee / account holder | $5,935 | $1,750+239.1% | $13,005-54.4% | $1,944+205.2% |