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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 | $96,304 | $112,933-14.7% | $90,970+5.9% | $158,982-39.4% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 15.22% | 215.82%-200.6pp | 134.60%-119.4pp | 302.99%-287.8pp |
| Employer contribution / active EE | $305 | $2,893-89.5% | $2,122-85.6% | $4,763-93.6% |
| Participant deferral / active EE | $1,821 | $4,128-55.9% | $3,373-46.0% | $5,983-69.6% |
| Admin fee / account holder | $2,021 | $8,047-74.9% | $5,961-66.1% | $11,252-82.0% |