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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 | $124,245 | $112,933+10.0% | $90,970+36.6% | $158,982-21.8% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | 10.53% | 215.82%-205.3pp | 134.60%-124.1pp | 302.99%-292.5pp |
| Employer contribution / active EE | $323 | $2,893-88.8% | $2,122-84.8% | $4,763-93.2% |
| Participant deferral / active EE | $1,350 | $4,128-67.3% | $3,373-60.0% | $5,983-77.4% |
| Admin fee / account holder | $463 | $8,047-94.2% | $5,961-92.2% | $11,252-95.9% |