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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 | $52,414 | $59,006-11.2% | $97,295-46.1% | $74,478-29.6% |
| Participation rate | 67.9% | 63.7%+4.2pp | 72.7%-4.8pp | 67.2%+0.7pp |
| Annual return | 17.44% | 16.04%+1.4pp | 75.62%-58.2pp | 1370.56%-1353.1pp |
| Employer contribution / active EE | $205 | $1,894-89.2% | $2,723-92.5% | $2,626-92.2% |
| Participant deferral / active EE | $4,664 | $3,671+27.1% | $4,264+9.4% | $4,350+7.2% |
| Admin fee / account holder | $1,985 | $1,974+0.6% | $5,646-64.8% | $1,946+2.0% |