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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 | $123,323 | $152,619-19.2% | $125,195-1.5% | $152,909-19.3% |
| Participation rate | 68.8% | 83.3%-14.6pp | 79.8%-11.0pp | 82.5%-13.7pp |
| Annual return | 17.95% | 54.85%-36.9pp | 43.79%-25.8pp | 345.46%-327.5pp |
| Employer contribution / active EE | $910 | $4,947-81.6% | $3,866-76.5% | $4,764-80.9% |
| Participant deferral / active EE | $3,831 | $5,869-34.7% | $4,937-22.4% | $5,851-34.5% |
| Admin fee / account holder | $25,465 | $13,437+89.5% | $9,704+162.4% | $11,601+119.5% |