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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 | $58,275+35.2% | $81,844-3.7% | $80,935-2.6% |
| Participation rate | 35.3% | 63.5%-28.2pp | 72.4%-37.1pp | 67.7%-32.4pp |
| Annual return | 13.92% | 41.82%-27.9pp | 778.87%-764.9pp | 35.66%-21.7pp |
| Employer contribution / active EE | $176 | $2,346-92.5% | $2,916-93.9% | $2,757-93.6% |
| Participant deferral / active EE | $2,220 | $3,285-32.4% | $4,323-48.7% | $4,299-48.4% |
| Admin fee / account holder | $6,981 | $4,749+47.0% | $7,355-5.1% | $6,924+0.8% |