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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 | $142,500 | $175,257-18.7% | $149,717-4.8% | $139,456+2.2% |
| Participation rate | 21.4% | 83.4%-62.0pp | 78.8%-57.3pp | 80.3%-58.9pp |
| Annual return | 12.39% | 166.70%-154.3pp | 134.41%-122.0pp | 373.45%-361.1pp |
| Employer contribution / active EE | $815 | $5,477-85.1% | $4,820-83.1% | $4,753-82.8% |
| Participant deferral / active EE | $3,563 | $6,521-45.4% | $5,682-37.3% | $6,711-46.9% |
| Admin fee / account holder | $1,589 | $16,156-90.2% | $13,213-88.0% | $11,407-86.1% |