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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 | $116,722 | $111,785+4.4% | $93,669+24.6% | $145,877-20.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 14.94% | 203.79%-188.8pp | 133.59%-118.7pp | 551.28%-536.3pp |
| Employer contribution / active EE | $485 | $3,096-84.3% | $2,424-80.0% | $4,663-89.6% |
| Participant deferral / active EE | $5,317 | $4,919+8.1% | $4,416+20.4% | $6,691-20.5% |
| Admin fee / account holder | $1,436 | $10,256-86.0% | $8,291-82.7% | $13,402-89.3% |