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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 | $82,136 | $90,489-9.2% | $76,051+8.0% | $145,978-43.7% |
| Participation rate | 34.8% | 74.5%-39.7pp | 69.1%-34.3pp | 80.3%-45.5pp |
| Annual return | 24.59% | 622.78%-598.2pp | 360.42%-335.8pp | 550.52%-525.9pp |
| Employer contribution / active EE | $574 | $3,319-82.7% | $2,690-78.6% | $4,662-87.7% |
| Participant deferral / active EE | $2,634 | $5,164-49.0% | $4,257-38.1% | $6,690-60.6% |
| Admin fee / account holder | $693 | $8,374-91.7% | $6,416-89.2% | $13,400-94.8% |