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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 | $82,149 | $217,432-62.2% | $185,849-55.8% | $167,536-51.0% |
| Participation rate | 38.5% | 86.1%-47.6pp | 81.7%-43.2pp | 82.1%-43.7pp |
| Annual return | 13.09% | 148.42%-135.3pp | 122.10%-109.0pp | 478.82%-465.7pp |
| Employer contribution / active EE | $1,162 | $5,875-80.2% | $5,169-77.5% | $4,839-76.0% |
| Participant deferral / active EE | $3,361 | $6,357-47.1% | $5,569-39.7% | $6,342-47.0% |
| Admin fee / account holder | $440 | $19,818-97.8% | $16,244-97.3% | $12,315-96.4% |