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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 | $86,142 | $209,405-58.9% | $178,486-51.7% | $158,931-45.8% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 17.17% | 188.77%-171.6pp | 151.08%-133.9pp | 302.86%-285.7pp |
| Employer contribution / active EE | $1,150 | $5,707-79.8% | $5,011-77.0% | $4,761-75.8% |
| Participant deferral / active EE | $5,704 | $5,954-4.2% | $5,202+9.7% | $5,982-4.6% |
| Admin fee / account holder | $1,292 | $17,076-92.4% | $13,985-90.8% | $11,247-88.5% |