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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 | $98,152 | $111,535-12.0% | $105,223-6.7% | $137,256-28.5% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 17.32% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $746 | $3,939-81.1% | $3,689-79.8% | $4,156-82.0% |
| Participant deferral / active EE | $3,818 | $5,500-30.6% | $5,072-24.7% | $6,407-40.4% |
| Admin fee / account holder | $4,768 | $9,721-51.0% | $8,859-46.2% | $12,270-61.1% |