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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 | $65,435 | $63,346+3.3% | $92,240-29.1% | $70,126-6.7% |
| Participation rate | 37.7% | 68.7%-31.0pp | 76.5%-38.8pp | 69.5%-31.8pp |
| Annual return | 17.46% | 530.19%-512.7pp | 176.29%-158.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $229 | $2,471-90.7% | $3,680-93.8% | $2,343-90.2% |
| Participant deferral / active EE | $2,096 | $2,854-26.5% | $3,897-46.2% | $3,332-37.1% |
| Admin fee / account holder | $2,157 | $3,841-43.8% | $5,194-58.5% | $4,645-53.6% |