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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 | $77,840 | $209,425-62.8% | $178,499-56.4% | $158,966-51.0% |
| Participation rate | 44.4% | 86.4%-41.9pp | 81.9%-37.5pp | 82.0%-37.5pp |
| Annual return | 14.95% | 188.80%-173.8pp | 151.10%-136.2pp | 302.95%-288.0pp |
| Employer contribution / active EE | $1,095 | $5,707-80.8% | $5,011-78.1% | $4,762-77.0% |
| Participant deferral / active EE | $2,841 | $5,955-52.3% | $5,202-45.4% | $5,983-52.5% |
| Admin fee / account holder | $1,377 | $17,078-91.9% | $13,986-90.2% | $11,250-87.8% |