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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 | $78,022 | $78,607-0.7% | $105,624-26.1% | $74,478+4.8% |
| Participation rate | 50.4% | 72.8%-22.4pp | 75.3%-24.9pp | 67.2%-16.8pp |
| Annual return | 11.37% | 15.96%-4.6pp | 116.20%-104.8pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $422 | $2,523-83.3% | $3,168-86.7% | $2,626-83.9% |
| Participant deferral / active EE | $2,531 | $4,325-41.5% | $5,013-49.5% | $4,350-41.8% |
| Admin fee / account holder | $3,870 | $2,220+74.4% | $10,961-64.7% | $1,946+98.9% |