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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 | $88,856 | $104,937-15.3% | $84,628+5.0% | $152,897-41.9% |
| Participation rate | 40.9% | 74.8%-33.9pp | 68.2%-27.3pp | 82.5%-41.5pp |
| Annual return | 21.02% | 373.88%-352.9pp | 258.80%-237.8pp | 345.43%-324.4pp |
| Employer contribution / active EE | $227 | $3,303-93.1% | $2,653-91.4% | $4,764-95.2% |
| Participant deferral / active EE | $1,568 | $4,690-66.6% | $3,900-59.8% | $5,851-73.2% |
| Admin fee / account holder | $2,423 | $6,243-61.2% | $4,914-50.7% | $11,599-79.1% |