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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 | $59,068 | $65,566-9.9% | $86,235-31.5% | $75,177-21.4% |
| Participation rate | 61.7% | 60.5%+1.2pp | 69.0%-7.2pp | 67.2%-5.5pp |
| Annual return | 19.10% | 46.07%-27.0pp | 1170.03%-1150.9pp | 160.75%-141.7pp |
| Employer contribution / active EE | $242 | $1,553-84.4% | $2,381-89.8% | $2,671-90.9% |
| Participant deferral / active EE | $3,636 | $3,023+20.3% | $3,987-8.8% | $4,126-11.9% |
| Admin fee / account holder | $1,111 | $5,470-79.7% | $6,856-83.8% | $5,651-80.3% |