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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 | $117,041 | $197,637-40.8% | $177,848-34.2% | $158,982-26.4% |
| Participation rate | 69.6% | 88.5%-19.0pp | 87.7%-18.2pp | 82.0%-12.4pp |
| Annual return | 13.17% | 58.77%-45.6pp | 48.33%-35.2pp | 302.99%-289.8pp |
| Employer contribution / active EE | $945 | $6,698-85.9% | $5,919-84.0% | $4,763-80.2% |
| Participant deferral / active EE | $6,409 | $8,405-23.7% | $7,714-16.9% | $5,983+7.1% |
| Admin fee / account holder | $19,442 | $15,406+26.2% | $12,431+56.4% | $11,252+72.8% |