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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 | $119,748 | $289,211-58.6% | $260,467-54.0% | $198,609-39.7% |
| Participation rate | 43.5% | 83.1%-39.6pp | 80.5%-37.0pp | 82.4%-38.9pp |
| Annual return | 12.37% | 112.90%-100.5pp | 100.60%-88.2pp | 202.70%-190.3pp |
| Employer contribution / active EE | $70 | $4,663-98.5% | $4,239-98.4% | $5,055-98.6% |
| Participant deferral / active EE | $4,421 | $6,812-35.1% | $6,319-30.0% | $6,977-36.6% |
| Admin fee / account holder | $17,615 | $16,236+8.5% | $15,461+13.9% | $19,030-7.4% |