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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 | $133,894 | $107,368+24.7% | $92,915+44.1% | $152,909-12.4% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 20.52% | 145.64%-125.1pp | 109.45%-88.9pp | 345.46%-324.9pp |
| Employer contribution / active EE | $260 | $4,222-93.9% | $3,653-92.9% | $4,764-94.6% |
| Participant deferral / active EE | $8,333 | $4,848+71.9% | $4,238+96.6% | $5,851+42.4% |
| Admin fee / account holder | $1,286 | $7,082-81.8% | $5,796-77.8% | $11,601-88.9% |