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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 | $94,002 | $160,040-41.3% | $147,096-36.1% | $145,877-35.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.15% | 98.49%-84.3pp | 419.75%-405.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $829 | $5,289-84.3% | $4,936-83.2% | $4,663-82.2% |
| Participant deferral / active EE | $6,543 | $8,429-22.4% | $8,071-18.9% | $6,691-2.2% |
| Admin fee / account holder | $578 | $15,050-96.2% | $13,005-95.6% | $13,402-95.7% |