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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 | $104,019 | $99,995+4.0% | $85,063+22.3% | $145,978-28.7% |
| Participation rate | 15.4% | 74.1%-58.7pp | 67.5%-52.1pp | 80.3%-64.9pp |
| Annual return | 11.93% | 83.99%-72.1pp | 66.54%-54.6pp | 550.52%-538.6pp |
| Employer contribution / active EE | $279 | $3,231-91.4% | $2,727-89.8% | $4,662-94.0% |
| Participant deferral / active EE | $3,538 | $5,295-33.2% | $4,523-21.8% | $6,690-47.1% |
| Admin fee / account holder | $819 | $7,255-88.7% | $6,155-86.7% | $13,400-93.9% |