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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 | $61,680 | $136,860-54.9% | $120,344-48.7% | $154,746-60.1% |
| Participation rate | 58.3% | 79.9%-21.6pp | 76.7%-18.4pp | 80.7%-22.4pp |
| Annual return | 89.70% | 21.38%+68.3pp | 20.30%+69.4pp | 172.34%-82.6pp |
| Employer contribution / active EE | $733 | $3,533-79.3% | $3,020-75.7% | $4,379-83.3% |
| Participant deferral / active EE | $2,684 | $5,793-53.7% | $5,135-47.7% | $6,730-60.1% |
| Admin fee / account holder | $8,825 | $15,393-42.7% | $12,742-30.7% | $14,365-38.6% |