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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 | $92,185 | $112,131-17.8% | $95,964-3.9% | $158,982-42.0% |
| Participation rate | 60.9% | 79.0%-18.1pp | 77.1%-16.2pp | 82.0%-21.1pp |
| Annual return | 11.16% | 171.19%-160.0pp | 91.64%-80.5pp | 302.99%-291.8pp |
| Employer contribution / active EE | $437 | $3,199-86.3% | $2,541-82.8% | $4,763-90.8% |
| Participant deferral / active EE | $3,530 | $4,784-26.2% | $4,167-15.3% | $5,983-41.0% |
| Admin fee / account holder | $17,454 | $10,136+72.2% | $6,797+156.8% | $11,252+55.1% |