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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 | $80,937 | $63,346+27.8% | $92,240-12.3% | $70,126+15.4% |
| Participation rate | 67.3% | 68.7%-1.4pp | 76.5%-9.2pp | 69.5%-2.3pp |
| Annual return | 19.45% | 530.19%-510.7pp | 176.29%-156.8pp | 73.15%-53.7pp |
| Employer contribution / active EE | $146 | $2,471-94.1% | $3,680-96.0% | $2,343-93.8% |
| Participant deferral / active EE | $2,799 | $2,854-1.9% | $3,897-28.2% | $3,332-16.0% |
| Admin fee / account holder | $1,076 | $3,841-72.0% | $5,194-79.3% | $4,645-76.8% |