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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 | $93,639 | $198,457-52.8% | $170,435-45.1% | $147,586-36.6% |
| Participation rate | 12.5% | 88.0%-75.5pp | 83.6%-71.1pp | 82.8%-70.3pp |
| Annual return | 11.84% | 257.30%-245.5pp | 205.94%-194.1pp | 578.59%-566.8pp |
| Employer contribution / active EE | $600 | $6,183-90.3% | $5,432-89.0% | $4,876-87.7% |
| Participant deferral / active EE | $2,250 | $5,629-60.0% | $4,939-54.4% | $5,439-58.6% |
| Admin fee / account holder | $1,500 | $16,852-91.1% | $13,881-89.2% | $10,886-86.2% |