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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 | $103,392 | $226,090-54.3% | $182,531-43.4% | $152,885-32.4% |
| Participation rate | 58.8% | 82.5%-23.6pp | 78.0%-19.2pp | 82.5%-23.6pp |
| Annual return | 22.00% | 192.57%-170.6pp | 148.57%-126.6pp | 345.39%-323.4pp |
| Employer contribution / active EE | $123 | $4,978-97.5% | $4,075-97.0% | $4,763-97.4% |
| Participant deferral / active EE | $5,899 | $6,369-7.4% | $5,525+6.8% | $5,851+0.8% |
| Admin fee / account holder | $1,591 | $10,705-85.1% | $8,593-81.5% | $11,598-86.3% |