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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 | $99,679 | $209,425-52.4% | $178,499-44.2% | $158,966-37.3% |
| Participation rate | 52.9% | 86.4%-33.4pp | 81.9%-29.0pp | 82.0%-29.0pp |
| Annual return | 12.97% | 188.80%-175.8pp | 151.10%-138.1pp | 302.95%-290.0pp |
| Employer contribution / active EE | $1,109 | $5,707-80.6% | $5,011-77.9% | $4,762-76.7% |
| Participant deferral / active EE | $2,388 | $5,955-59.9% | $5,202-54.1% | $5,983-60.1% |
| Admin fee / account holder | $744 | $17,078-95.6% | $13,986-94.7% | $11,250-93.4% |