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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 | $103,510 | $111,830-7.4% | $93,696+10.5% | $145,884-29.0% |
| Participation rate | 54.5% | 74.2%-19.7pp | 68.7%-14.2pp | 80.3%-25.8pp |
| Annual return | 12.66% | 204.08%-191.4pp | 133.74%-121.1pp | 551.85%-539.2pp |
| Employer contribution / active EE | $287 | $3,093-90.7% | $2,422-88.2% | $4,662-93.9% |
| Participant deferral / active EE | $2,965 | $4,920-39.7% | $4,417-32.9% | $6,690-55.7% |
| Admin fee / account holder | $18,906 | $10,249+84.5% | $8,287+128.2% | $13,392+41.2% |