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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 | $111,670 | $198,457-43.7% | $170,435-34.5% | $147,586-24.3% |
| Participation rate | 28.6% | 88.0%-59.4pp | 83.6%-55.0pp | 82.8%-54.3pp |
| Annual return | 16.56% | 257.30%-240.7pp | 205.94%-189.4pp | 578.59%-562.0pp |
| Employer contribution / active EE | $1,233 | $6,183-80.1% | $5,432-77.3% | $4,876-74.7% |
| Participant deferral / active EE | $5,244 | $5,629-6.8% | $4,939+6.2% | $5,439-3.6% |
| Admin fee / account holder | $11,911 | $16,852-29.3% | $13,881-14.2% | $10,886+9.4% |