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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 | $112,911 | $116,203-2.8% | $93,621+20.6% | $152,897-26.2% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.8%-59.2pp | 82.5%-65.8pp |
| Annual return | 24.14% | 35.96%-11.8pp | 32.76%-8.6pp | 345.43%-321.3pp |
| Employer contribution / active EE | $504 | $3,219-84.3% | $2,719-81.4% | $4,764-89.4% |
| Participant deferral / active EE | $1,513 | $4,605-67.1% | $4,070-62.8% | $5,851-74.1% |
| Admin fee / account holder | $1,507 | $10,751-86.0% | $7,890-80.9% | $11,599-87.0% |