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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 | $149,905 | $110,337+35.9% | $102,383+46.4% | $145,877+2.8% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 10.64% | 24.83%-14.2pp | 24.94%-14.3pp | 551.28%-540.6pp |
| Employer contribution / active EE | $832 | $4,216-80.3% | $3,870-78.5% | $4,663-82.2% |
| Participant deferral / active EE | $4,250 | $5,621-24.4% | $5,060-16.0% | $6,691-36.5% |
| Admin fee / account holder | $1,947 | $9,750-80.0% | $8,391-76.8% | $13,402-85.5% |