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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 | $99,358 | $160,028-37.9% | $147,080-32.4% | $145,884-31.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 60.90% | 98.60%-37.7pp | 420.17%-359.3pp | 551.85%-490.9pp |
| Employer contribution / active EE | $817 | $5,286-84.5% | $4,933-83.4% | $4,662-82.5% |
| Participant deferral / active EE | $6,069 | $8,422-27.9% | $8,066-24.8% | $6,690-9.3% |
| Admin fee / account holder | $418 | $15,030-97.2% | $12,989-96.8% | $13,392-96.9% |