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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 | $124,297 | $183,592-32.3% | $155,567-20.1% | $145,959-14.8% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.8pp | 80.3%-35.8pp |
| Annual return | 9.16% | 61.24%-52.1pp | 64.74%-55.6pp | 561.95%-552.8pp |
| Employer contribution / active EE | $341 | $5,315-93.6% | $4,674-92.7% | $4,661-92.7% |
| Participant deferral / active EE | $8,972 | $6,464+38.8% | $5,628+59.4% | $6,689+34.1% |
| Admin fee / account holder | $4,219 | $19,318-78.2% | $15,916-73.5% | $13,398-68.5% |