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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 | $105,141 | $100,911+4.2% | $90,440+16.3% | $158,966-33.9% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.7%-56.0pp | 82.0%-65.3pp |
| Annual return | 17.86% | 1726.62%-1708.8pp | 1294.38%-1276.5pp | 302.95%-285.1pp |
| Employer contribution / active EE | $91 | $3,690-97.5% | $3,263-97.2% | $4,762-98.1% |
| Participant deferral / active EE | $2,105 | $4,348-51.6% | $3,964-46.9% | $5,983-64.8% |
| Admin fee / account holder | $843 | $6,507-87.1% | $5,615-85.0% | $11,250-92.5% |