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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 | $122,479 | $108,942+12.4% | $100,415+22.0% | $145,897-16.1% |
| Participation rate | 35.3% | 83.0%-47.7pp | 81.5%-46.2pp | 80.3%-45.0pp |
| Annual return | 13.74% | 58.27%-44.5pp | 49.47%-35.7pp | 552.29%-538.6pp |
| Employer contribution / active EE | $180 | $4,422-95.9% | $3,943-95.4% | $4,663-96.1% |
| Participant deferral / active EE | $2,385 | $8,461-71.8% | $8,091-70.5% | $6,689-64.3% |
| Admin fee / account holder | $17,486 | $9,702+80.2% | $7,906+121.2% | $13,390+30.6% |