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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 | $115,177 | $209,428-45.0% | $178,498-35.5% | $158,950-27.5% |
| Participation rate | 63.6% | 86.4%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 6.47% | 188.78%-182.3pp | 151.09%-144.6pp | 302.91%-296.4pp |
| Employer contribution / active EE | $227 | $5,707-96.0% | $5,011-95.5% | $4,762-95.2% |
| Participant deferral / active EE | $4,019 | $5,955-32.5% | $5,202-22.8% | $5,983-32.8% |
| Admin fee / account holder | $974 | $17,077-94.3% | $13,985-93.0% | $11,248-91.3% |