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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 | $79,759 | $72,071+10.7% | $68,368+16.7% | $137,256-41.9% |
| Participation rate | 15.4% | 76.2%-60.9pp | 73.8%-58.4pp | 80.0%-64.6pp |
| Annual return | 18.53% | 353.14%-334.6pp | 292.57%-274.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $265 | $2,788-90.5% | $2,649-90.0% | $4,156-93.6% |
| Participant deferral / active EE | $2,665 | $4,410-39.6% | $4,123-35.4% | $6,407-58.4% |
| Admin fee / account holder | $571 | $5,336-89.3% | $5,150-88.9% | $12,270-95.3% |