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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 | $82,902 | $72,071+15.0% | $68,368+21.3% | $137,256-39.6% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 17.82% | 353.14%-335.3pp | 292.57%-274.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $289 | $2,788-89.6% | $2,649-89.1% | $4,156-93.0% |
| Participant deferral / active EE | $5,801 | $4,410+31.5% | $4,123+40.7% | $6,407-9.5% |
| Admin fee / account holder | $503 | $5,336-90.6% | $5,150-90.2% | $12,270-95.9% |