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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 | $78,562-0.7% | $105,608-26.1% | $74,429+4.8% |
| Participation rate | 50.4% | 72.8%-22.4pp | 75.3%-24.9pp | 67.2%-16.8pp |
| Annual return | 11.37% | 15.94%-4.6pp | 116.50%-105.1pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $422 | $2,521-83.3% | $3,167-86.7% | $2,625-83.9% |
| Participant deferral / active EE | $2,531 | $4,321-41.4% | $5,010-49.5% | $4,348-41.8% |
| Admin fee / account holder | $3,870 | $2,217+74.6% | $11,028-64.9% | $1,944+99.1% |