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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 | $121,712 | $228,352-46.7% | $185,827-34.5% | $158,950-23.4% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 5.48% | 40.81%-35.3pp | 35.96%-30.5pp | 302.91%-297.4pp |
| Employer contribution / active EE | $218 | $4,967-95.6% | $4,087-94.7% | $4,762-95.4% |
| Participant deferral / active EE | $2,182 | $6,416-66.0% | $5,633-61.3% | $5,983-63.5% |
| Admin fee / account holder | $21,205 | $11,867+78.7% | $9,502+123.2% | $11,248+88.5% |