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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 | $71,960 | $51,184+40.6% | $66,439+8.3% | $86,983-17.3% |
| Participation rate | 56.8% | 68.5%-11.7pp | 74.5%-17.7pp | 69.5%-12.8pp |
| Annual return | 17.28% | 17.07%+0.2pp | 757.66%-740.4pp | 25.83%-8.6pp |
| Employer contribution / active EE | $258 | $2,023-87.3% | $2,637-90.2% | $2,584-90.0% |
| Participant deferral / active EE | $3,030 | $2,927+3.5% | $3,876-21.8% | $4,194-27.8% |
| Admin fee / account holder | $10,050 | $4,154+141.9% | $6,173+62.8% | $7,856+27.9% |