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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 | $90,877 | $150,412-39.6% | $120,574-24.6% | $145,884-37.7% |
| Participation rate | 25.0% | 78.8%-53.8pp | 71.9%-46.9pp | 80.3%-55.3pp |
| Annual return | 10.90% | 154.50%-143.6pp | 107.42%-96.5pp | 551.85%-540.9pp |
| Employer contribution / active EE | $750 | $4,355-82.8% | $3,471-78.4% | $4,662-83.9% |
| Participant deferral / active EE | $1,875 | $6,175-69.6% | $4,996-62.5% | $6,690-72.0% |
| Admin fee / account holder | $364 | $12,224-97.0% | $9,445-96.1% | $13,392-97.3% |