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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 | $83,526 | $78,562+6.3% | $105,608-20.9% | $74,429+12.2% |
| Participation rate | 47.9% | 72.8%-24.9pp | 75.3%-27.4pp | 67.2%-19.4pp |
| Annual return | 17.80% | 15.94%+1.9pp | 116.50%-98.7pp | 1368.38%-1350.6pp |
| Employer contribution / active EE | $395 | $2,521-84.3% | $3,167-87.5% | $2,625-84.9% |
| Participant deferral / active EE | $3,493 | $4,321-19.2% | $5,010-30.3% | $4,348-19.7% |
| Admin fee / account holder | $8,271 | $2,217+273.1% | $11,028-25.0% | $1,944+325.4% |