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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 | $101,863 | $107,368-5.1% | $92,915+9.6% | $152,909-33.4% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 20.42% | 145.64%-125.2pp | 109.45%-89.0pp | 345.46%-325.0pp |
| Employer contribution / active EE | $690 | $4,222-83.7% | $3,653-81.1% | $4,764-85.5% |
| Participant deferral / active EE | $9,333 | $4,848+92.5% | $4,238+120.2% | $5,851+59.5% |
| Admin fee / account holder | $492 | $7,082-93.1% | $5,796-91.5% | $11,601-95.8% |