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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 | $103,311 | $217,432-52.5% | $185,849-44.4% | $167,536-38.3% |
| Participation rate | 63.6% | 86.1%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 13.24% | 148.42%-135.2pp | 122.10%-108.9pp | 478.82%-465.6pp |
| Employer contribution / active EE | $752 | $5,875-87.2% | $5,169-85.5% | $4,839-84.5% |
| Participant deferral / active EE | $3,378 | $6,357-46.9% | $5,569-39.3% | $6,342-46.7% |
| Admin fee / account holder | $614 | $19,818-96.9% | $16,244-96.2% | $12,315-95.0% |