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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 | $78,004 | $209,428-62.8% | $178,498-56.3% | $158,950-50.9% |
| Participation rate | 35.7% | 86.4%-50.6pp | 81.9%-46.2pp | 82.0%-46.2pp |
| Annual return | 13.05% | 188.78%-175.7pp | 151.09%-138.0pp | 302.91%-289.9pp |
| Employer contribution / active EE | $203 | $5,707-96.4% | $5,011-96.0% | $4,762-95.7% |
| Participant deferral / active EE | $6,496 | $5,955+9.1% | $5,202+24.9% | $5,983+8.6% |
| Admin fee / account holder | $525 | $17,077-96.9% | $13,985-96.2% | $11,248-95.3% |