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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 | $101,468 | $183,539-44.7% | $155,556-34.8% | $145,897-30.5% |
| Participation rate | 29.4% | 82.7%-53.3pp | 78.2%-48.8pp | 80.3%-50.9pp |
| Annual return | 10.92% | 61.31%-50.4pp | 64.84%-53.9pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,017 | $5,315-80.9% | $4,675-78.2% | $4,663-78.2% |
| Participant deferral / active EE | $2,314 | $6,467-64.2% | $5,631-58.9% | $6,689-65.4% |
| Admin fee / account holder | $1,658 | $19,275-91.4% | $15,885-89.6% | $13,390-87.6% |