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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 | $84,051 | $217,432-61.3% | $185,849-54.8% | $167,536-49.8% |
| Participation rate | 37.5% | 86.1%-48.6pp | 81.7%-44.2pp | 82.1%-44.6pp |
| Annual return | 13.72% | 148.42%-134.7pp | 122.10%-108.4pp | 478.82%-465.1pp |
| Employer contribution / active EE | $1,025 | $5,875-82.6% | $5,169-80.2% | $4,839-78.8% |
| Participant deferral / active EE | $4,382 | $6,357-31.1% | $5,569-21.3% | $6,342-30.9% |
| Admin fee / account holder | $1,330 | $19,818-93.3% | $16,244-91.8% | $12,315-89.2% |