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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 | $110,577 | $115,810-4.5% | $101,271+9.2% | $158,966-30.4% |
| Participation rate | 31.3% | 79.4%-48.1pp | 75.8%-44.6pp | 82.0%-50.7pp |
| Annual return | 21.26% | 56.15%-34.9pp | 46.48%-25.2pp | 302.95%-281.7pp |
| Employer contribution / active EE | $250 | $4,175-94.0% | $3,660-93.2% | $4,762-94.8% |
| Participant deferral / active EE | $1,540 | $4,958-68.9% | $4,371-64.8% | $5,983-74.3% |
| Admin fee / account holder | $2,654 | $7,248-63.4% | $5,948-55.4% | $11,250-76.4% |