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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 | $110,599 | $111,878-1.1% | $93,727+18.0% | $145,897-24.2% |
| Participation rate | 27.3% | 74.2%-46.9pp | 68.7%-41.4pp | 80.3%-53.0pp |
| Annual return | 11.67% | 204.28%-192.6pp | 133.83%-122.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $237 | $3,092-92.3% | $2,421-90.2% | $4,663-94.9% |
| Participant deferral / active EE | $5,368 | $4,920+9.1% | $4,417+21.5% | $6,689-19.8% |
| Admin fee / account holder | $2,287 | $10,256-77.7% | $8,292-72.4% | $13,390-82.9% |