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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 | $83,901 | $70,366+19.2% | $66,674+25.8% | $138,895-39.6% |
| Participation rate | 14.3% | 76.2%-61.9pp | 73.7%-59.4pp | 79.9%-65.6pp |
| Annual return | 17.57% | 386.41%-368.8pp | 321.24%-303.7pp | 145.39%-127.8pp |
| Employer contribution / active EE | $352 | $2,765-87.3% | $2,620-86.6% | $4,194-91.6% |
| Participant deferral / active EE | $1,679 | $4,374-61.6% | $4,084-58.9% | $6,396-73.8% |
| Admin fee / account holder | $5,409 | $5,262+2.8% | $5,098+6.1% | $12,562-56.9% |