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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 | $104,386 | $102,429+1.9% | $147,096-29.0% | $80,925+29.0% |
| Participation rate | 54.9% | 75.9%-21.0pp | 82.2%-27.3pp | 67.7%-12.8pp |
| Annual return | 12.32% | 135.02%-122.7pp | 419.75%-407.4pp | 35.65%-23.3pp |
| Employer contribution / active EE | $830 | $3,716-77.7% | $4,936-83.2% | $2,756-69.9% |
| Participant deferral / active EE | $4,796 | $6,649-27.9% | $8,071-40.6% | $4,299+11.6% |
| Admin fee / account holder | $7,879 | $7,957-1.0% | $13,005-39.4% | $6,940+13.5% |