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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 | $79,079 | $115,796-31.7% | $101,264-21.9% | $158,950-50.2% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 27.43% | 56.15%-28.7pp | 46.48%-19.1pp | 302.91%-275.5pp |
| Employer contribution / active EE | $458 | $4,175-89.0% | $3,660-87.5% | $4,762-90.4% |
| Participant deferral / active EE | $4,745 | $4,958-4.3% | $4,370+8.6% | $5,983-20.7% |
| Admin fee / account holder | $491 | $7,247-93.2% | $5,947-91.7% | $11,248-95.6% |