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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 | $100,513 | $175,259-42.6% | $149,723-32.9% | $139,487-27.9% |
| Participation rate | 36.4% | 83.4%-47.0pp | 78.8%-42.4pp | 80.3%-44.0pp |
| Annual return | 18.00% | 166.82%-148.8pp | 134.50%-116.5pp | 373.84%-355.8pp |
| Employer contribution / active EE | $385 | $5,478-93.0% | $4,821-92.0% | $4,755-91.9% |
| Participant deferral / active EE | $7,891 | $6,522+21.0% | $5,682+38.9% | $6,713+17.6% |
| Admin fee / account holder | $943 | $16,158-94.2% | $13,215-92.9% | $11,407-91.7% |