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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 | $84,095 | $83,337+0.9% | $67,834+24.0% | $273,972-69.3% |
| Participation rate | 22.2% | 76.4%-54.2pp | 68.8%-46.6pp | 83.0%-60.8pp |
| Annual return | 8.19% | 259.45%-251.3pp | 138.47%-130.3pp | 41.46%-33.3pp |
| Employer contribution / active EE | $202 | $3,287-93.8% | $2,403-91.6% | $4,869-95.8% |
| Participant deferral / active EE | $4,611 | $4,088+12.8% | $3,160+45.9% | $5,287-12.8% |
| Admin fee / account holder | $519 | $6,752-92.3% | $4,622-88.8% | $10,133-94.9% |