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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 | $86,408 | $160,040-46.0% | $147,096-41.3% | $145,877-40.8% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 13.73% | 98.49%-84.8pp | 419.75%-406.0pp | 551.28%-537.6pp |
| Employer contribution / active EE | $888 | $5,289-83.2% | $4,936-82.0% | $4,663-81.0% |
| Participant deferral / active EE | $10,394 | $8,429+23.3% | $8,071+28.8% | $6,691+55.4% |
| Admin fee / account holder | $682 | $15,050-95.5% | $13,005-94.8% | $13,402-94.9% |