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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 | $98,108 | $165,381-40.7% | $149,730-34.5% | $158,966-38.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 16.35% | 348.29%-331.9pp | 276.70%-260.3pp | 302.95%-286.6pp |
| Employer contribution / active EE | $525 | $5,104-89.7% | $4,645-88.7% | $4,762-89.0% |
| Participant deferral / active EE | $10,855 | $7,182+51.1% | $6,843+58.6% | $5,983+81.4% |
| Admin fee / account holder | $1,919 | $10,809-82.2% | $9,310-79.4% | $11,250-82.9% |