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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 | $83,618 | $88,815-5.9% | $81,882+2.1% | $145,897-42.7% |
| Participation rate | 12.5% | 75.1%-62.6pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 16.29% | 1033.75%-1017.5pp | 779.47%-763.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $176 | $3,086-94.3% | $2,916-94.0% | $4,663-96.2% |
| Participant deferral / active EE | $3,813 | $4,647-18.0% | $4,323-11.8% | $6,689-43.0% |
| Admin fee / account holder | $405 | $8,434-95.2% | $7,360-94.5% | $13,390-97.0% |