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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 | $169,872 | $157,304+8.0% | $141,197+20.3% | $152,909+11.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 23.35% | 64.34%-41.0pp | 71.41%-48.1pp | 345.46%-322.1pp |
| Employer contribution / active EE | $96 | $5,263-98.2% | $4,736-98.0% | $4,764-98.0% |
| Participant deferral / active EE | $2,919 | $7,111-59.0% | $6,710-56.5% | $5,851-50.1% |
| Admin fee / account holder | $42,422 | $12,126+249.8% | $10,265+313.3% | $11,601+265.7% |