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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 | $129,903 | $226,105-42.5% | $182,540-28.8% | $152,897-15.0% |
| Participation rate | 53.3% | 82.5%-29.1pp | 78.0%-24.6pp | 82.5%-29.1pp |
| Annual return | 13.79% | 192.58%-178.8pp | 148.58%-134.8pp | 345.43%-331.6pp |
| Employer contribution / active EE | $184 | $4,978-96.3% | $4,076-95.5% | $4,764-96.1% |
| Participant deferral / active EE | $5,328 | $6,370-16.4% | $5,525-3.6% | $5,851-8.9% |
| Admin fee / account holder | $659 | $10,706-93.8% | $8,593-92.3% | $11,599-94.3% |