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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 | $101,616 | $96,731+5.1% | $123,973-18.0% | $86,983+16.8% |
| Participation rate | 31.9% | 70.0%-38.1pp | 76.7%-44.7pp | 69.5%-37.6pp |
| Annual return | 11.55% | 17.33%-5.8pp | 388.13%-376.6pp | 25.83%-14.3pp |
| Employer contribution / active EE | $396 | $3,297-88.0% | $4,126-90.4% | $2,584-84.7% |
| Participant deferral / active EE | $3,942 | $4,152-5.0% | $5,247-24.9% | $4,194-6.0% |
| Admin fee / account holder | $1,139 | $8,722-86.9% | $11,799-90.3% | $7,856-85.5% |