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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 | $88,743 | $183,988-51.8% | $162,177-45.3% | $152,897-42.0% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.6%-18.3pp | 82.5%-13.2pp |
| Annual return | 21.77% | 150.79%-129.0pp | 115.60%-93.8pp | 345.43%-323.7pp |
| Employer contribution / active EE | $1,138 | $6,370-82.1% | $5,613-79.7% | $4,764-76.1% |
| Participant deferral / active EE | $3,834 | $8,032-52.3% | $7,297-47.5% | $5,851-34.5% |
| Admin fee / account holder | $8,908 | $13,123-32.1% | $10,843-17.8% | $11,599-23.2% |