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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 | $105,672 | $175,231-39.7% | $149,696-29.4% | $139,466-24.2% |
| Participation rate | 58.3% | 83.4%-25.1pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 13.56% | 166.77%-153.2pp | 134.46%-120.9pp | 373.66%-360.1pp |
| Employer contribution / active EE | $361 | $5,478-93.4% | $4,821-92.5% | $4,754-92.4% |
| Participant deferral / active EE | $8,550 | $6,521+31.1% | $5,682+50.5% | $6,712+27.4% |
| Admin fee / account holder | $3,990 | $16,155-75.3% | $13,212-69.8% | $11,409-65.0% |