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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 | $132,094 | $209,422-36.9% | $178,503-26.0% | $158,982-16.9% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 10.62% | 188.81%-178.2pp | 151.12%-140.5pp | 302.99%-292.4pp |
| Employer contribution / active EE | $1,088 | $5,707-80.9% | $5,011-78.3% | $4,763-77.2% |
| Participant deferral / active EE | $6,757 | $5,955+13.5% | $5,202+29.9% | $5,983+12.9% |
| Admin fee / account holder | $1,570 | $17,079-90.8% | $13,987-88.8% | $11,252-86.0% |