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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 | $208,088-42.5% | $186,193-35.7% | $154,746-22.6% |
| Participation rate | 43.5% | 80.0%-36.5pp | 77.1%-33.6pp | 80.7%-37.2pp |
| Annual return | 12.37% | 89.97%-77.6pp | 78.03%-65.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $70 | $4,340-98.4% | $3,918-98.2% | $4,379-98.4% |
| Participant deferral / active EE | $4,421 | $7,078-37.5% | $6,513-32.1% | $6,730-34.3% |
| Admin fee / account holder | $17,615 | $11,698+50.6% | $11,058+59.3% | $14,365+22.6% |