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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 | $96,804 | $165,381-41.5% | $149,730-35.3% | $158,966-39.1% |
| Participation rate | 65.0% | 84.6%-19.6pp | 82.5%-17.5pp | 82.0%-17.0pp |
| Annual return | 18.98% | 348.29%-329.3pp | 276.70%-257.7pp | 302.95%-284.0pp |
| Employer contribution / active EE | $834 | $5,104-83.7% | $4,645-82.0% | $4,762-82.5% |
| Participant deferral / active EE | $9,873 | $7,182+37.5% | $6,843+44.3% | $5,983+65.0% |
| Admin fee / account holder | $1,224 | $10,809-88.7% | $9,310-86.9% | $11,250-89.1% |