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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 | $107,604 | $209,425-48.6% | $178,499-39.7% | $158,966-32.3% |
| Participation rate | 58.3% | 86.4%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 19.43% | 188.80%-169.4pp | 151.10%-131.7pp | 302.95%-283.5pp |
| Employer contribution / active EE | $916 | $5,707-83.9% | $5,011-81.7% | $4,762-80.8% |
| Participant deferral / active EE | $5,734 | $5,955-3.7% | $5,202+10.2% | $5,983-4.2% |
| Admin fee / account holder | $4,437 | $17,078-74.0% | $13,986-68.3% | $11,250-60.6% |