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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 | $81,782 | $77,416+5.6% | $69,464+17.7% | $152,897-46.5% |
| Participation rate | 12.5% | 78.1%-65.6pp | 74.6%-62.1pp | 82.5%-70.0pp |
| Annual return | 32.94% | 39.08%-6.1pp | 28.98%+4.0pp | 345.43%-312.5pp |
| Employer contribution / active EE | $288 | $3,315-91.3% | $2,779-89.7% | $4,764-94.0% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,750 | $6,208-71.8% | $3,840-54.4% | $11,599-84.9% |