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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 | $93,451 | $209,422-55.4% | $178,503-47.6% | $158,982-41.2% |
| Participation rate | 44.4% | 86.4%-41.9pp | 81.9%-37.5pp | 82.0%-37.5pp |
| Annual return | 11.25% | 188.81%-177.6pp | 151.12%-139.9pp | 302.99%-291.7pp |
| Employer contribution / active EE | $730 | $5,707-87.2% | $5,011-85.4% | $4,763-84.7% |
| Participant deferral / active EE | $5,546 | $5,955-6.9% | $5,202+6.6% | $5,983-7.3% |
| Admin fee / account holder | $1,803 | $17,079-89.4% | $13,987-87.1% | $11,252-84.0% |