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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 | $85,271 | $217,432-60.8% | $185,849-54.1% | $167,536-49.1% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 15.86% | 148.42%-132.6pp | 122.10%-106.2pp | 478.82%-463.0pp |
| Employer contribution / active EE | $1,202 | $5,875-79.5% | $5,169-76.7% | $4,839-75.2% |
| Participant deferral / active EE | $5,013 | $6,357-21.1% | $5,569-10.0% | $6,342-21.0% |
| Admin fee / account holder | $957 | $19,818-95.2% | $16,244-94.1% | $12,315-92.2% |