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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 | $136,583 | $125,184+9.1% | $105,607+29.3% | $145,884-6.4% |
| Participation rate | 58.3% | 77.6%-19.3pp | 75.3%-16.9pp | 80.3%-22.0pp |
| Annual return | 8.44% | 225.00%-216.6pp | 116.11%-107.7pp | 551.85%-543.4pp |
| Employer contribution / active EE | $394 | $3,720-89.4% | $3,167-87.6% | $4,662-91.5% |
| Participant deferral / active EE | $1,995 | $5,714-65.1% | $5,011-60.2% | $6,690-70.2% |
| Admin fee / account holder | $3,550 | $17,133-79.3% | $10,958-67.6% | $13,392-73.5% |