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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 | $119,034 | $124,346-4.3% | $111,308+6.9% | $167,536-29.0% |
| Participation rate | 42.9% | 79.6%-36.8pp | 77.3%-34.5pp | 82.1%-39.3pp |
| Annual return | 17.97% | 37.45%-19.5pp | 54.67%-36.7pp | 478.82%-460.8pp |
| Employer contribution / active EE | $373 | $3,437-89.2% | $2,732-86.4% | $4,839-92.3% |
| Participant deferral / active EE | $4,770 | $5,182-7.9% | $4,487+6.3% | $6,342-24.8% |
| Admin fee / account holder | $17,687 | $10,621+66.5% | $7,965+122.1% | $12,315+43.6% |