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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 | $148,240 | $183,988-19.4% | $162,177-8.6% | $152,897-3.0% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 45.11% | 150.79%-105.7pp | 115.60%-70.5pp | 345.43%-300.3pp |
| Employer contribution / active EE | $1,261 | $6,370-80.2% | $5,613-77.5% | $4,764-73.5% |
| Participant deferral / active EE | $4,888 | $8,032-39.1% | $7,297-33.0% | $5,851-16.5% |
| Admin fee / account holder | $6,604 | $13,123-49.7% | $10,843-39.1% | $11,599-43.1% |