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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 | $127,996 | $160,040-20.0% | $147,096-13.0% | $145,877-12.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.64% | 98.49%-80.9pp | 419.75%-402.1pp | 551.28%-533.6pp |
| Employer contribution / active EE | $969 | $5,289-81.7% | $4,936-80.4% | $4,663-79.2% |
| Participant deferral / active EE | $3,191 | $8,429-62.1% | $8,071-60.5% | $6,691-52.3% |
| Admin fee / account holder | $552 | $15,050-96.3% | $13,005-95.8% | $13,402-95.9% |