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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 | $96,077 | $129,737-25.9% | $119,126-19.3% | $154,746-37.9% |
| Participation rate | 6.7% | 78.9%-72.2pp | 75.8%-69.1pp | 80.7%-74.0pp |
| Annual return | 17.30% | 379.08%-361.8pp | 282.11%-264.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $391 | $4,375-91.1% | $4,034-90.3% | $4,379-91.1% |
| Participant deferral / active EE | $2,074 | $5,842-64.5% | $5,318-61.0% | $6,730-69.2% |
| Admin fee / account holder | $350 | $11,961-97.1% | $10,693-96.7% | $14,365-97.6% |