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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 | $90,504 | $217,427-58.4% | $185,837-51.3% | $167,518-46.0% |
| Participation rate | 60.9% | 86.0%-25.2pp | 81.7%-20.8pp | 82.1%-21.2pp |
| Annual return | 23.56% | 148.39%-124.8pp | 122.08%-98.5pp | 478.71%-455.2pp |
| Employer contribution / active EE | $1,134 | $5,874-80.7% | $5,168-78.1% | $4,838-76.6% |
| Participant deferral / active EE | $2,555 | $6,357-59.8% | $5,568-54.1% | $6,342-59.7% |
| Admin fee / account holder | $386 | $19,816-98.1% | $16,241-97.6% | $12,312-96.9% |