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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 | $116,061 | $148,623-21.9% | $135,974-14.6% | $139,466-16.8% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 14.47% | 79.30%-64.8pp | 68.30%-53.8pp | 373.66%-359.2pp |
| Employer contribution / active EE | $796 | $5,246-84.8% | $4,859-83.6% | $4,754-83.3% |
| Participant deferral / active EE | $3,586 | $8,103-55.7% | $7,760-53.8% | $6,712-46.6% |
| Admin fee / account holder | $3,560 | $12,406-71.3% | $10,767-66.9% | $11,409-68.8% |