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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 | $93,359 | $160,040-41.7% | $147,096-36.5% | $145,877-36.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 17.09% | 98.49%-81.4pp | 419.75%-402.7pp | 551.28%-534.2pp |
| Employer contribution / active EE | $971 | $5,289-81.6% | $4,936-80.3% | $4,663-79.2% |
| Participant deferral / active EE | $6,429 | $8,429-23.7% | $8,071-20.4% | $6,691-3.9% |
| Admin fee / account holder | $1,269 | $15,050-91.6% | $13,005-90.2% | $13,402-90.5% |