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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 | $102,518 | $129,737-21.0% | $119,126-13.9% | $154,746-33.8% |
| Participation rate | 14.3% | 78.9%-64.6pp | 75.8%-61.5pp | 80.7%-66.4pp |
| Annual return | 18.51% | 379.08%-360.6pp | 282.11%-263.6pp | 172.34%-153.8pp |
| Employer contribution / active EE | $919 | $4,375-79.0% | $4,034-77.2% | $4,379-79.0% |
| Participant deferral / active EE | $3,357 | $5,842-42.5% | $5,318-36.9% | $6,730-50.1% |
| Admin fee / account holder | $483 | $11,961-96.0% | $10,693-95.5% | $14,365-96.6% |