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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 | $75,210 | $86,288-12.8% | $111,306-32.4% | $85,851-12.4% |
| Participation rate | 61.0% | 73.3%-12.4pp | 77.3%-16.3pp | 69.3%-8.3pp |
| Annual return | 35.72% | 19.99%+15.7pp | 54.67%-18.9pp | 318.63%-282.9pp |
| Employer contribution / active EE | $171 | $2,044-91.6% | $2,732-93.7% | $2,565-93.3% |
| Participant deferral / active EE | $1,860 | $3,641-48.9% | $4,488-58.6% | $3,952-52.9% |
| Admin fee / account holder | $5,249 | $8,189-35.9% | $7,966-34.1% | $6,261-16.2% |