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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 | $101,094 | $112,121-9.8% | $95,960+5.3% | $158,966-36.4% |
| Participation rate | 18.2% | 79.0%-60.8pp | 77.1%-58.9pp | 82.0%-63.8pp |
| Annual return | 17.49% | 171.16%-153.7pp | 91.63%-74.1pp | 302.95%-285.5pp |
| Employer contribution / active EE | $329 | $3,199-89.7% | $2,541-87.1% | $4,762-93.1% |
| Participant deferral / active EE | $4,955 | $4,784+3.6% | $4,167+18.9% | $5,983-17.2% |
| Admin fee / account holder | $1,224 | $10,135-87.9% | $6,797-82.0% | $11,250-89.1% |