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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 | $74,806 | $217,427-65.6% | $185,837-59.7% | $167,518-55.3% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 11.18% | 148.39%-137.2pp | 122.08%-110.9pp | 478.71%-467.5pp |
| Employer contribution / active EE | $1,189 | $5,874-79.8% | $5,168-77.0% | $4,838-75.4% |
| Participant deferral / active EE | $2,343 | $6,357-63.1% | $5,568-57.9% | $6,342-63.1% |
| Admin fee / account holder | $25,090 | $19,816+26.6% | $16,241+54.5% | $12,312+103.8% |