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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 | $117,730 | $81,696+44.1% | $70,494+67.0% | $158,982-25.9% |
| Participation rate | 13.0% | 77.7%-64.7pp | 75.1%-62.0pp | 82.0%-68.9pp |
| Annual return | 11.11% | 208.70%-197.6pp | 109.16%-98.1pp | 302.99%-291.9pp |
| Employer contribution / active EE | $272 | $3,220-91.6% | $2,738-90.1% | $4,763-94.3% |
| Participant deferral / active EE | $2,575 | $4,558-43.5% | $3,711-30.6% | $5,983-57.0% |
| Admin fee / account holder | $23,200 | $6,200+274.2% | $3,848+502.9% | $11,252+106.2% |