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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 | $172,438 | $184,000-6.3% | $162,185+6.3% | $152,909+12.8% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.6%-54.2pp | 82.5%-49.1pp |
| Annual return | 18.88% | 150.80%-131.9pp | 115.61%-96.7pp | 345.46%-326.6pp |
| Employer contribution / active EE | $329 | $6,370-94.8% | $5,613-94.1% | $4,764-93.1% |
| Participant deferral / active EE | $6,333 | $8,033-21.2% | $7,297-13.2% | $5,851+8.2% |
| Admin fee / account holder | $889 | $13,124-93.2% | $10,844-91.8% | $11,601-92.3% |