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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 | $90,473 | $160,028-43.5% | $147,080-38.5% | $145,884-38.0% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 16.49% | 98.60%-82.1pp | 420.17%-403.7pp | 551.85%-535.4pp |
| Employer contribution / active EE | $902 | $5,286-82.9% | $4,933-81.7% | $4,662-80.6% |
| Participant deferral / active EE | $5,947 | $8,422-29.4% | $8,066-26.3% | $6,690-11.1% |
| Admin fee / account holder | $8,520 | $15,030-43.3% | $12,989-34.4% | $13,392-36.4% |