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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 | $126,473 | $102,382+23.5% | $147,005-14.0% | $80,874+56.4% |
| Participation rate | 52.3% | 75.8%-23.6pp | 82.2%-29.9pp | 67.6%-15.4pp |
| Annual return | 12.21% | 134.89%-122.7pp | 418.76%-406.6pp | 35.62%-23.4pp |
| Employer contribution / active EE | $664 | $3,715-82.1% | $4,934-86.5% | $2,756-75.9% |
| Participant deferral / active EE | $3,357 | $6,646-49.5% | $8,070-58.4% | $4,297-21.9% |
| Admin fee / account holder | $14,640 | $7,942+84.3% | $13,006+12.6% | $6,935+111.1% |