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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 | $98,314 | $198,457-50.5% | $170,435-42.3% | $147,586-33.4% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 20.28% | 257.30%-237.0pp | 205.94%-185.7pp | 578.59%-558.3pp |
| Employer contribution / active EE | $1,100 | $6,183-82.2% | $5,432-79.8% | $4,876-77.4% |
| Participant deferral / active EE | $5,000 | $5,629-11.2% | $4,939+1.2% | $5,439-8.1% |
| Admin fee / account holder | $304 | $16,852-98.2% | $13,881-97.8% | $10,886-97.2% |