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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 | $101,653-4.2% | $147,080-33.8% | $74,459+30.8% |
| Participation rate | 53.2% | 75.6%-22.3pp | 82.2%-29.0pp | 67.2%-14.0pp |
| Annual return | 31.80% | 8754.98%-8723.2pp | 420.17%-388.4pp | 1369.70%-1337.9pp |
| Employer contribution / active EE | $865 | $3,813-77.3% | $4,933-82.5% | $2,626-67.1% |
| Participant deferral / active EE | $6,077 | $7,304-16.8% | $8,066-24.7% | $4,350+39.7% |
| Admin fee / account holder | $5,831 | $1,752+232.9% | $12,989-55.1% | $1,945+199.8% |