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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 | $97,397 | $101,539-4.1% | $147,041-33.8% | $74,400+30.9% |
| Participation rate | 53.2% | 75.5%-22.3pp | 82.2%-28.9pp | 67.2%-14.0pp |
| Annual return | 31.80% | 8740.84%-8709.0pp | 419.21%-387.4pp | 1367.51%-1335.7pp |
| Employer contribution / active EE | $865 | $3,811-77.3% | $4,935-82.5% | $2,624-67.1% |
| Participant deferral / active EE | $6,077 | $7,304-16.8% | $8,071-24.7% | $4,348+39.8% |
| Admin fee / account holder | $5,831 | $1,749+233.3% | $13,006-55.2% | $1,944+200.0% |