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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 | $98,693 | $209,422-52.9% | $178,503-44.7% | $158,982-37.9% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 22.23% | 188.81%-166.6pp | 151.12%-128.9pp | 302.99%-280.8pp |
| Employer contribution / active EE | $685 | $5,707-88.0% | $5,011-86.3% | $4,763-85.6% |
| Participant deferral / active EE | $2,652 | $5,955-55.5% | $5,202-49.0% | $5,983-55.7% |
| Admin fee / account holder | $610 | $17,079-96.4% | $13,987-95.6% | $11,252-94.6% |