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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 | $93,246 | $202,342-53.9% | $172,752-46.0% | $152,897-39.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 19.21% | 1029.83%-1010.6pp | 802.97%-783.8pp | 345.43%-326.2pp |
| Employer contribution / active EE | $1,180 | $5,858-79.9% | $5,144-77.1% | $4,764-75.2% |
| Participant deferral / active EE | $7,547 | $5,948+26.9% | $5,198+45.2% | $5,851+29.0% |
| Admin fee / account holder | $4,400 | $17,111-74.3% | $13,955-68.5% | $11,599-62.1% |