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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 | $105,516 | $226,105-53.3% | $182,540-42.2% | $152,897-31.0% |
| Participation rate | 16.7% | 82.5%-65.8pp | 78.0%-61.3pp | 82.5%-65.8pp |
| Annual return | 20.97% | 192.58%-171.6pp | 148.58%-127.6pp | 345.43%-324.5pp |
| Employer contribution / active EE | $417 | $4,978-91.6% | $4,076-89.8% | $4,764-91.3% |
| Participant deferral / active EE | $3,442 | $6,370-46.0% | $5,525-37.7% | $5,851-41.2% |
| Admin fee / account holder | $24,166 | $10,706+125.7% | $8,593+181.2% | $11,599+108.3% |