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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 | $78,815 | $58,241+35.3% | $81,780-3.6% | $80,911-2.6% |
| Participation rate | 35.3% | 63.4%-28.2pp | 72.4%-37.1pp | 67.6%-32.4pp |
| Annual return | 13.92% | 41.73%-27.8pp | 776.27%-762.3pp | 35.63%-21.7pp |
| Employer contribution / active EE | $176 | $2,343-92.5% | $2,914-93.9% | $2,756-93.6% |
| Participant deferral / active EE | $2,220 | $3,283-32.4% | $4,321-48.6% | $4,297-48.3% |
| Admin fee / account holder | $6,981 | $4,973+40.4% | $7,384-5.5% | $6,935+0.7% |