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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 | $97,600 | $209,425-53.4% | $178,499-45.3% | $158,966-38.6% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 15.86% | 188.80%-172.9pp | 151.10%-135.2pp | 302.95%-287.1pp |
| Employer contribution / active EE | $744 | $5,707-87.0% | $5,011-85.2% | $4,762-84.4% |
| Participant deferral / active EE | $15,167 | $5,955+154.7% | $5,202+191.5% | $5,983+153.5% |
| Admin fee / account holder | $3,803 | $17,078-77.7% | $13,986-72.8% | $11,250-66.2% |