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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 | $106,524 | $111,814-4.7% | $93,654+13.7% | $145,959-27.0% |
| Participation rate | 65.0% | 74.2%-9.2pp | 68.7%-3.7pp | 80.3%-15.3pp |
| Annual return | 15.00% | 203.30%-188.3pp | 133.34%-118.3pp | 561.95%-547.0pp |
| Employer contribution / active EE | $462 | $3,092-85.1% | $2,421-80.9% | $4,661-90.1% |
| Participant deferral / active EE | $2,598 | $4,914-47.1% | $4,413-41.1% | $6,689-61.2% |
| Admin fee / account holder | $1,499 | $10,246-85.4% | $8,282-81.9% | $13,398-88.8% |