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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 | $116,942 | $227,566-48.6% | $189,558-38.3% | $167,518-30.2% |
| Participation rate | 45.8% | 82.5%-36.7pp | 78.5%-32.6pp | 82.1%-36.3pp |
| Annual return | 11.81% | 78.43%-66.6pp | 64.19%-52.4pp | 478.71%-466.9pp |
| Employer contribution / active EE | $584 | $5,316-89.0% | $4,412-86.8% | $4,838-87.9% |
| Participant deferral / active EE | $1,658 | $7,002-76.3% | $6,174-73.1% | $6,342-73.9% |
| Admin fee / account holder | $13,484 | $11,881+13.5% | $9,809+37.5% | $12,312+9.5% |