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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 | $96,604 | $183,516-47.4% | $155,534-37.9% | $145,884-33.8% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 85.23% | 61.43%+23.8pp | 64.92%+20.3pp | 551.85%-466.6pp |
| Employer contribution / active EE | $777 | $5,315-85.4% | $4,675-83.4% | $4,662-83.3% |
| Participant deferral / active EE | $3,691 | $6,467-42.9% | $5,630-34.4% | $6,690-44.8% |
| Admin fee / account holder | $2,098 | $19,293-89.1% | $15,900-86.8% | $13,392-84.3% |