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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 | $97,630 | $107,363-9.1% | $92,909+5.1% | $152,897-36.1% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 23.62% | 145.63%-122.0pp | 109.44%-85.8pp | 345.43%-321.8pp |
| Employer contribution / active EE | $399 | $4,222-90.5% | $3,653-89.1% | $4,764-91.6% |
| Participant deferral / active EE | $4,106 | $4,848-15.3% | $4,238-3.1% | $5,851-29.8% |
| Admin fee / account holder | $3,335 | $7,082-52.9% | $5,795-42.4% | $11,599-71.2% |