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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 | $96,573 | $148,623-35.0% | $135,974-29.0% | $139,466-30.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 13.43% | 79.30%-65.9pp | 68.30%-54.9pp | 373.66%-360.2pp |
| Employer contribution / active EE | $823 | $5,246-84.3% | $4,859-83.1% | $4,754-82.7% |
| Participant deferral / active EE | $10,192 | $8,103+25.8% | $7,760+31.3% | $6,712+51.8% |
| Admin fee / account holder | $23,874 | $12,406+92.4% | $10,767+121.7% | $11,409+109.3% |