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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 | $102,469 | $115,814-11.5% | $101,275+1.2% | $158,982-35.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 20.79% | 56.16%-35.4pp | 46.48%-25.7pp | 302.99%-282.2pp |
| Employer contribution / active EE | $432 | $4,176-89.6% | $3,660-88.2% | $4,763-90.9% |
| Participant deferral / active EE | $3,188 | $4,958-35.7% | $4,371-27.0% | $5,983-46.7% |
| Admin fee / account holder | $1,482 | $7,249-79.6% | $5,948-75.1% | $11,252-86.8% |