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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 | $113,507 | $142,430-20.3% | $115,170-1.4% | $152,885-25.8% |
| Participation rate | 33.3% | 82.4%-49.0pp | 75.9%-42.6pp | 82.5%-49.1pp |
| Annual return | 22.84% | 41.48%-18.6pp | 35.60%-12.8pp | 345.39%-322.6pp |
| Employer contribution / active EE | $714 | $4,011-82.2% | $3,179-77.5% | $4,763-85.0% |
| Participant deferral / active EE | $1,478 | $5,165-71.4% | $4,169-64.5% | $5,851-74.7% |
| Admin fee / account holder | $4,042 | $8,464-52.2% | $7,089-43.0% | $11,598-65.2% |