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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 | $118,009 | $183,978-35.9% | $162,171-27.2% | $152,885-22.8% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 16.82% | 150.78%-134.0pp | 115.60%-98.8pp | 345.39%-328.6pp |
| Employer contribution / active EE | $1,358 | $6,370-78.7% | $5,613-75.8% | $4,763-71.5% |
| Participant deferral / active EE | $3,899 | $8,033-51.5% | $7,297-46.6% | $5,851-33.4% |
| Admin fee / account holder | $955 | $13,122-92.7% | $10,843-91.2% | $11,598-91.8% |