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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 | $114,969 | $209,425-45.1% | $178,499-35.6% | $158,966-27.7% |
| Participation rate | 52.9% | 86.4%-33.4pp | 81.9%-29.0pp | 82.0%-29.0pp |
| Annual return | 18.80% | 188.80%-170.0pp | 151.10%-132.3pp | 302.95%-284.1pp |
| Employer contribution / active EE | $958 | $5,707-83.2% | $5,011-80.9% | $4,762-79.9% |
| Participant deferral / active EE | $4,190 | $5,955-29.6% | $5,202-19.5% | $5,983-30.0% |
| Admin fee / account holder | $782 | $17,078-95.4% | $13,986-94.4% | $11,250-93.1% |