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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 | $80,927 | $63,346+27.8% | $92,240-12.3% | $70,126+15.4% |
| Participation rate | 65.9% | 68.7%-2.8pp | 76.5%-10.6pp | 69.5%-3.6pp |
| Annual return | 14.24% | 530.19%-516.0pp | 176.29%-162.1pp | 73.15%-58.9pp |
| Employer contribution / active EE | $333 | $2,471-86.5% | $3,680-91.0% | $2,343-85.8% |
| Participant deferral / active EE | $3,058 | $2,854+7.2% | $3,897-21.5% | $3,332-8.2% |
| Admin fee / account holder | $2,024 | $3,841-47.3% | $5,194-61.0% | $4,645-56.4% |