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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 | $136,003 | $152,619-10.9% | $125,195+8.6% | $152,909-11.1% |
| Participation rate | 56.3% | 83.3%-27.1pp | 79.8%-23.5pp | 82.5%-26.2pp |
| Annual return | 11.63% | 54.85%-43.2pp | 43.79%-32.2pp | 345.46%-333.8pp |
| Employer contribution / active EE | $367 | $4,947-92.6% | $3,866-90.5% | $4,764-92.3% |
| Participant deferral / active EE | $3,670 | $5,869-37.5% | $4,937-25.7% | $5,851-37.3% |
| Admin fee / account holder | $876 | $13,437-93.5% | $9,704-91.0% | $11,601-92.5% |