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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 | $90,038 | $198,457-54.6% | $170,435-47.2% | $147,586-39.0% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 10.26% | 257.30%-247.0pp | 205.94%-195.7pp | 578.59%-568.3pp |
| Employer contribution / active EE | $851 | $6,183-86.2% | $5,432-84.3% | $4,876-82.5% |
| Participant deferral / active EE | $1,973 | $5,629-64.9% | $4,939-60.1% | $5,439-63.7% |
| Admin fee / account holder | $1,202 | $16,852-92.9% | $13,881-91.3% | $10,886-89.0% |