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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 | $99,196 | $70,366+41.0% | $66,674+48.8% | $138,895-28.6% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.7%-16.5pp | 79.9%-22.8pp |
| Annual return | 14.04% | 386.41%-372.4pp | 321.24%-307.2pp | 145.39%-131.4pp |
| Employer contribution / active EE | $370 | $2,765-86.6% | $2,620-85.9% | $4,194-91.2% |
| Participant deferral / active EE | $2,885 | $4,374-34.1% | $4,084-29.4% | $6,396-54.9% |
| Admin fee / account holder | $468 | $5,262-91.1% | $5,098-90.8% | $12,562-96.3% |