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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 | $120,452 | $111,830+7.7% | $93,696+28.6% | $145,884-17.4% |
| Participation rate | 65.0% | 74.2%-9.2pp | 68.7%-3.7pp | 80.3%-15.3pp |
| Annual return | 10.34% | 204.08%-193.7pp | 133.74%-123.4pp | 551.85%-541.5pp |
| Employer contribution / active EE | $256 | $3,093-91.7% | $2,422-89.4% | $4,662-94.5% |
| Participant deferral / active EE | $2,403 | $4,920-51.2% | $4,417-45.6% | $6,690-64.1% |
| Admin fee / account holder | $11,222 | $10,249+9.5% | $8,287+35.4% | $13,392-16.2% |