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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 | $138,890 | $106,918+29.9% | $84,021+65.3% | $152,897-9.2% |
| Participation rate | 47.6% | 75.2%-27.6pp | 69.0%-21.4pp | 82.5%-34.8pp |
| Annual return | 18.57% | 105.01%-86.4pp | 71.32%-52.7pp | 345.43%-326.9pp |
| Employer contribution / active EE | $306 | $2,735-88.8% | $1,984-84.6% | $4,764-93.6% |
| Participant deferral / active EE | $3,341 | $4,012-16.7% | $3,239+3.2% | $5,851-42.9% |
| Admin fee / account holder | $19,226 | $8,288+132.0% | $6,102+215.1% | $11,599+65.7% |