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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 | $80,770 | $83,369-3.1% | $105,223-23.2% | $67,986+18.8% |
| Participation rate | 26.7% | 56.3%-29.6pp | 75.0%-48.3pp | 57.2%-30.5pp |
| Annual return | 18.42% | 24.64%-6.2pp | 180.65%-162.2pp | 31.67%-13.2pp |
| Employer contribution / active EE | $496 | $2,541-80.5% | $3,689-86.6% | $2,019-75.4% |
| Participant deferral / active EE | $1,739 | $3,295-47.2% | $5,072-65.7% | $3,358-48.2% |
| Admin fee / account holder | $7,929 | $4,073+94.7% | $8,859-10.5% | $3,203+147.5% |