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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 | $98,865 | $107,368-7.9% | $92,915+6.4% | $152,909-35.3% |
| Participation rate | 31.6% | 79.8%-48.2pp | 76.0%-44.4pp | 82.5%-50.9pp |
| Annual return | 23.80% | 145.64%-121.8pp | 109.45%-85.7pp | 345.46%-321.7pp |
| Employer contribution / active EE | $697 | $4,222-83.5% | $3,653-80.9% | $4,764-85.4% |
| Participant deferral / active EE | $1,603 | $4,848-66.9% | $4,238-62.2% | $5,851-72.6% |
| Admin fee / account holder | $12,939 | $7,082+82.7% | $5,796+123.3% | $11,601+11.5% |