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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 | $96,604 | $183,627-47.4% | $155,602-37.9% | $145,978-33.8% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 85.23% | 61.32%+23.9pp | 64.81%+20.4pp | 550.52%-465.3pp |
| Employer contribution / active EE | $777 | $5,316-85.4% | $4,675-83.4% | $4,662-83.3% |
| Participant deferral / active EE | $3,691 | $6,466-42.9% | $5,629-34.4% | $6,690-44.8% |
| Admin fee / account holder | $2,098 | $19,327-89.1% | $15,923-86.8% | $13,400-84.3% |