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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 | $115,853 | $201,370-42.5% | $184,256-37.1% | $145,897-20.6% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.7pp |
| Annual return | 12.09% | 29.05%-17.0pp | 28.85%-16.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $891 | $7,024-87.3% | $6,427-86.1% | $4,663-80.9% |
| Participant deferral / active EE | $8,578 | $9,808-12.5% | $9,133-6.1% | $6,689+28.2% |
| Admin fee / account holder | $1,508 | $16,364-90.8% | $13,899-89.1% | $13,390-88.7% |