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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 | $138,189 | $160,040-13.7% | $147,096-6.1% | $145,877-5.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.53% | 98.49%-85.0pp | 419.75%-406.2pp | 551.28%-537.8pp |
| Employer contribution / active EE | $544 | $5,289-89.7% | $4,936-89.0% | $4,663-88.3% |
| Participant deferral / active EE | $10,167 | $8,429+20.6% | $8,071+26.0% | $6,691+52.0% |
| Admin fee / account holder | $5,765 | $15,050-61.7% | $13,005-55.7% | $13,402-57.0% |