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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 | $95,896 | $209,425-54.2% | $178,499-46.3% | $158,966-39.7% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 29.51% | 188.80%-159.3pp | 151.10%-121.6pp | 302.95%-273.4pp |
| Employer contribution / active EE | $1,081 | $5,707-81.1% | $5,011-78.4% | $4,762-77.3% |
| Participant deferral / active EE | $3,933 | $5,955-33.9% | $5,202-24.4% | $5,983-34.3% |
| Admin fee / account holder | $692 | $17,078-95.9% | $13,986-95.0% | $11,250-93.8% |