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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 | $83,066 | $217,432-61.8% | $185,849-55.3% | $167,536-50.4% |
| Participation rate | 52.9% | 86.1%-33.1pp | 81.7%-28.8pp | 82.1%-29.2pp |
| Annual return | 14.02% | 148.42%-134.4pp | 122.10%-108.1pp | 478.82%-464.8pp |
| Employer contribution / active EE | $1,055 | $5,875-82.0% | $5,169-79.6% | $4,839-78.2% |
| Participant deferral / active EE | $5,482 | $6,357-13.8% | $5,569-1.6% | $6,342-13.6% |
| Admin fee / account holder | $8,790 | $19,818-55.6% | $16,244-45.9% | $12,315-28.6% |