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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 | $108,261 | $102,422+5.7% | $147,117-26.4% | $80,959+33.7% |
| Participation rate | 26.7% | 75.9%-49.2pp | 82.2%-55.5pp | 67.7%-41.0pp |
| Annual return | 27.66% | 135.16%-107.5pp | 420.54%-392.9pp | 35.67%-8.0pp |
| Employer contribution / active EE | $680 | $3,717-81.7% | $4,932-86.2% | $2,757-75.3% |
| Participant deferral / active EE | $3,906 | $6,652-41.3% | $8,065-51.6% | $4,300-9.2% |
| Admin fee / account holder | $2,702 | $7,953-66.0% | $12,993-79.2% | $6,925-61.0% |