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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 | $119,265 | $124,346-4.1% | $111,308+7.1% | $167,536-28.8% |
| Participation rate | 23.8% | 79.6%-55.8pp | 77.3%-53.5pp | 82.1%-58.3pp |
| Annual return | 14.96% | 37.45%-22.5pp | 54.67%-39.7pp | 478.82%-463.9pp |
| Employer contribution / active EE | $580 | $3,437-83.1% | $2,732-78.8% | $4,839-88.0% |
| Participant deferral / active EE | $3,644 | $5,182-29.7% | $4,487-18.8% | $6,342-42.5% |
| Admin fee / account holder | $3,014 | $10,621-71.6% | $7,965-62.2% | $12,315-75.5% |