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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 | $127,142 | $115,796+9.8% | $101,264+25.6% | $158,950-20.0% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 20.10% | 56.15%-36.1pp | 46.48%-26.4pp | 302.91%-282.8pp |
| Employer contribution / active EE | $443 | $4,175-89.4% | $3,660-87.9% | $4,762-90.7% |
| Participant deferral / active EE | $2,869 | $4,958-42.1% | $4,370-34.3% | $5,983-52.0% |
| Admin fee / account holder | $1,889 | $7,247-73.9% | $5,947-68.2% | $11,248-83.2% |