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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 | $135,814 | $72,071+88.4% | $68,368+98.7% | $137,256-1.1% |
| Participation rate | 14.3% | 76.2%-62.0pp | 73.8%-59.5pp | 80.0%-65.7pp |
| Annual return | 23.66% | 353.14%-329.5pp | 292.57%-268.9pp | 220.34%-196.7pp |
| Employer contribution / active EE | $201 | $2,788-92.8% | $2,649-92.4% | $4,156-95.2% |
| Participant deferral / active EE | $4,429 | $4,410+0.4% | $4,123+7.4% | $6,407-30.9% |
| Admin fee / account holder | $815 | $5,336-84.7% | $5,150-84.2% | $12,270-93.4% |