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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 | $71,934 | $198,457-63.8% | $170,435-57.8% | $147,586-51.3% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 16.82% | 257.30%-240.5pp | 205.94%-189.1pp | 578.59%-561.8pp |
| Employer contribution / active EE | $480 | $6,183-92.2% | $5,432-91.2% | $4,876-90.2% |
| Participant deferral / active EE | $2,989 | $5,629-46.9% | $4,939-39.5% | $5,439-45.0% |
| Admin fee / account holder | $31,643 | $16,852+87.8% | $13,881+128.0% | $10,886+190.7% |