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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 | $98,929 | $226,090-56.2% | $182,531-45.8% | $152,885-35.3% |
| Participation rate | 52.2% | 82.5%-30.3pp | 78.0%-25.8pp | 82.5%-30.3pp |
| Annual return | 18.98% | 192.57%-173.6pp | 148.57%-129.6pp | 345.39%-326.4pp |
| Employer contribution / active EE | $252 | $4,978-94.9% | $4,075-93.8% | $4,763-94.7% |
| Participant deferral / active EE | $2,492 | $6,369-60.9% | $5,525-54.9% | $5,851-57.4% |
| Admin fee / account holder | $10,190 | $10,705-4.8% | $8,593+18.6% | $11,598-12.1% |