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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 | $123,449 | $102,632+20.3% | $81,988+50.6% | $158,950-22.3% |
| Participation rate | 44.4% | 75.5%-31.1pp | 69.3%-24.8pp | 82.0%-37.5pp |
| Annual return | 18.16% | 61.05%-42.9pp | 41.31%-23.1pp | 302.91%-284.7pp |
| Employer contribution / active EE | $15 | $3,241-99.6% | $2,498-99.4% | $4,762-99.7% |
| Participant deferral / active EE | $3,147 | $4,649-32.3% | $3,722-15.4% | $5,983-47.4% |
| Admin fee / account holder | $18,355 | $8,237+122.8% | $5,665+224.0% | $11,248+63.2% |