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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 | $128,357 | $209,422-38.7% | $178,503-28.1% | $158,982-19.3% |
| Participation rate | 28.6% | 86.4%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | 22.91% | 188.81%-165.9pp | 151.12%-128.2pp | 302.99%-280.1pp |
| Employer contribution / active EE | $629 | $5,707-89.0% | $5,011-87.5% | $4,763-86.8% |
| Participant deferral / active EE | $2,695 | $5,955-54.7% | $5,202-48.2% | $5,983-55.0% |
| Admin fee / account holder | $550 | $17,079-96.8% | $13,987-96.1% | $11,252-95.1% |