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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 | $92,790 | $88,203+5.2% | $165,100-43.8% | $74,478+24.6% |
| Participation rate | 29.5% | 73.1%-43.6pp | 78.6%-49.1pp | 67.2%-37.7pp |
| Annual return | 14.39% | 17.13%-2.7pp | 70.21%-55.8pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $721 | $2,601-72.3% | $4,348-83.4% | $2,626-72.6% |
| Participant deferral / active EE | $2,318 | $4,505-48.5% | $6,035-61.6% | $4,350-46.7% |
| Admin fee / account holder | $8,022 | $2,235+259.0% | $12,696-36.8% | $1,946+312.3% |