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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 | $91,824 | $95,406-3.8% | $185,849-50.6% | $85,847+7.0% |
| Participation rate | 22.0% | 68.8%-46.8pp | 81.7%-59.8pp | 69.3%-47.4pp |
| Annual return | 19.29% | 23.59%-4.3pp | 122.10%-102.8pp | 318.61%-299.3pp |
| Employer contribution / active EE | $289 | $3,314-91.3% | $5,169-94.4% | $2,565-88.8% |
| Participant deferral / active EE | $1,103 | $3,424-67.8% | $5,569-80.2% | $3,952-72.1% |
| Admin fee / account holder | $3,606 | $7,214-50.0% | $16,244-77.8% | $6,261-42.4% |