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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 | $116,710 | $118,875-1.8% | $96,572+20.9% | $167,553-30.3% |
| Participation rate | 28.6% | 75.5%-46.9pp | 69.8%-41.3pp | 82.1%-53.5pp |
| Annual return | 15.08% | 50.50%-35.4pp | 37.79%-22.7pp | 478.89%-463.8pp |
| Employer contribution / active EE | $288 | $3,121-90.8% | $2,357-87.8% | $4,840-94.0% |
| Participant deferral / active EE | $2,404 | $4,617-47.9% | $3,850-37.5% | $6,343-62.1% |
| Admin fee / account holder | $2,670 | $8,070-66.9% | $6,183-56.8% | $12,316-78.3% |