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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 | $130,648 | $109,904+18.9% | $97,167+34.5% | $145,959-10.5% |
| Participation rate | 26.1% | 75.9%-49.9pp | 72.7%-46.6pp | 80.3%-54.2pp |
| Annual return | 8.22% | 243.43%-235.2pp | 75.27%-67.0pp | 561.95%-553.7pp |
| Employer contribution / active EE | $238 | $3,084-92.3% | $2,729-91.3% | $4,661-94.9% |
| Participant deferral / active EE | $1,645 | $4,676-64.8% | $4,264-61.4% | $6,689-75.4% |
| Admin fee / account holder | $59,315 | $6,216+854.2% | $5,650+949.8% | $13,398+342.7% |