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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 | $164,601 | $217,432-24.3% | $185,849-11.4% | $167,536-1.8% |
| Participation rate | 63.6% | 86.1%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 17.13% | 148.42%-131.3pp | 122.10%-105.0pp | 478.82%-461.7pp |
| Employer contribution / active EE | $919 | $5,875-84.4% | $5,169-82.2% | $4,839-81.0% |
| Participant deferral / active EE | $8,350 | $6,357+31.3% | $5,569+49.9% | $6,342+31.7% |
| Admin fee / account holder | $952 | $19,818-95.2% | $16,244-94.1% | $12,315-92.3% |