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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 | $122,174 | $102,393+19.3% | $147,041-16.9% | $80,911+51.0% |
| Participation rate | 65.8% | 75.9%-10.1pp | 82.2%-16.4pp | 67.6%-1.9pp |
| Annual return | 19.82% | 134.95%-115.1pp | 419.21%-399.4pp | 35.63%-15.8pp |
| Employer contribution / active EE | $350 | $3,715-90.6% | $4,935-92.9% | $2,756-87.3% |
| Participant deferral / active EE | $3,211 | $6,647-51.7% | $8,071-60.2% | $4,297-25.3% |
| Admin fee / account holder | $4,588 | $7,943-42.2% | $13,006-64.7% | $6,935-33.8% |