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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 | $87,110 | $85,766+1.6% | $136,298-36.1% | $70,126+24.2% |
| Participation rate | 52.8% | 74.2%-21.4pp | 81.9%-29.1pp | 69.5%-16.8pp |
| Annual return | 17.42% | 31.46%-14.0pp | 5156.27%-5138.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $247 | $2,966-91.7% | $4,696-94.7% | $2,343-89.5% |
| Participant deferral / active EE | $4,867 | $5,051-3.6% | $6,247-22.1% | $3,332+46.1% |
| Admin fee / account holder | $6,706 | $5,421+23.7% | $9,244-27.5% | $4,645+44.3% |