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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 | $81,551 | $111,878-27.1% | $93,727-13.0% | $145,897-44.1% |
| Participation rate | 8.3% | 74.2%-65.9pp | 68.7%-60.4pp | 80.3%-72.0pp |
| Annual return | 11.52% | 204.28%-192.8pp | 133.83%-122.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $123 | $3,092-96.0% | $2,421-94.9% | $4,663-97.4% |
| Participant deferral / active EE | $1,917 | $4,920-61.0% | $4,417-56.6% | $6,689-71.3% |
| Admin fee / account holder | $551 | $10,256-94.6% | $8,292-93.4% | $13,390-95.9% |