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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 | $95,582 | $138,075-30.8% | $123,552-22.6% | $135,379-29.4% |
| Participation rate | 64.7% | 84.7%-20.0pp | 82.3%-17.6pp | 82.6%-17.9pp |
| Annual return | 10.01% | 153.70%-143.7pp | 119.20%-109.2pp | 519.79%-509.8pp |
| Employer contribution / active EE | $872 | $5,152-83.1% | $4,628-81.2% | $4,779-81.8% |
| Participant deferral / active EE | $4,506 | $6,800-33.7% | $6,426-29.9% | $5,609-19.7% |
| Admin fee / account holder | $1,358 | $10,917-87.6% | $9,285-85.4% | $10,828-87.5% |