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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 | $122,285 | $217,427-43.8% | $185,837-34.2% | $167,518-27.0% |
| Participation rate | 22.2% | 86.0%-63.8pp | 81.7%-59.5pp | 82.1%-59.9pp |
| Annual return | 19.62% | 148.39%-128.8pp | 122.08%-102.5pp | 478.71%-459.1pp |
| Employer contribution / active EE | $821 | $5,874-86.0% | $5,168-84.1% | $4,838-83.0% |
| Participant deferral / active EE | $3,132 | $6,357-50.7% | $5,568-43.8% | $6,342-50.6% |
| Admin fee / account holder | $792 | $19,816-96.0% | $16,241-95.1% | $12,312-93.6% |