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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 | $110,124 | $176,077-37.5% | $159,455-30.9% | $167,518-34.3% |
| Participation rate | 12.5% | 84.9%-72.4pp | 82.8%-70.3pp | 82.1%-69.6pp |
| Annual return | 20.26% | 331.83%-311.6pp | 263.63%-243.4pp | 478.71%-458.4pp |
| Employer contribution / active EE | $749 | $5,298-85.9% | $4,830-84.5% | $4,838-84.5% |
| Participant deferral / active EE | $3,266 | $7,751-57.9% | $7,353-55.6% | $6,342-48.5% |
| Admin fee / account holder | $445 | $12,556-96.5% | $10,800-95.9% | $12,312-96.4% |