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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 | $127,722 | $115,810+10.3% | $101,271+26.1% | $158,966-19.7% |
| Participation rate | 11.8% | 79.4%-67.6pp | 75.8%-64.0pp | 82.0%-70.2pp |
| Annual return | 22.49% | 56.15%-33.7pp | 46.48%-24.0pp | 302.95%-280.5pp |
| Employer contribution / active EE | $244 | $4,175-94.1% | $3,660-93.3% | $4,762-94.9% |
| Participant deferral / active EE | $2,294 | $4,958-53.7% | $4,371-47.5% | $5,983-61.7% |
| Admin fee / account holder | $838 | $7,248-88.4% | $5,948-85.9% | $11,250-92.6% |