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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 | $123,730 | $124,346-0.5% | $111,306+11.2% | $167,553-26.2% |
| Participation rate | 12.5% | 79.6%-67.1pp | 77.3%-64.8pp | 82.1%-69.6pp |
| Annual return | 12.13% | 37.46%-25.3pp | 54.67%-42.5pp | 478.89%-466.8pp |
| Employer contribution / active EE | $369 | $3,438-89.3% | $2,732-86.5% | $4,840-92.4% |
| Participant deferral / active EE | $2,903 | $5,182-44.0% | $4,488-35.3% | $6,343-54.2% |
| Admin fee / account holder | $596 | $10,623-94.4% | $7,966-92.5% | $12,316-95.2% |