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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 | $140,605 | $175,259-19.8% | $149,723-6.1% | $139,487+0.8% |
| Participation rate | 47.4% | 83.4%-36.0pp | 78.8%-31.4pp | 80.3%-33.0pp |
| Annual return | 16.47% | 166.82%-150.4pp | 134.50%-118.0pp | 373.84%-357.4pp |
| Employer contribution / active EE | $1,041 | $5,478-81.0% | $4,821-78.4% | $4,755-78.1% |
| Participant deferral / active EE | $4,802 | $6,522-26.4% | $5,682-15.5% | $6,713-28.5% |
| Admin fee / account holder | $2,434 | $16,158-84.9% | $13,215-81.6% | $11,407-78.7% |