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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 | $113,510 | $109,872+3.3% | $98,483+15.3% | $167,536-32.2% |
| Participation rate | 25.0% | 75.8%-50.8pp | 73.3%-48.3pp | 82.1%-57.1pp |
| Annual return | 19.89% | 1959.31%-1939.4pp | 1494.38%-1474.5pp | 478.82%-458.9pp |
| Employer contribution / active EE | $196 | $3,225-93.9% | $2,961-93.4% | $4,839-96.0% |
| Participant deferral / active EE | $6,420 | $4,673+37.4% | $4,276+50.1% | $6,342+1.2% |
| Admin fee / account holder | $1,739 | $6,757-74.3% | $5,953-70.8% | $12,315-85.9% |