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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 | $83,992 | $209,422-59.9% | $178,503-52.9% | $158,982-47.2% |
| Participation rate | 20.0% | 86.4%-66.4pp | 81.9%-61.9pp | 82.0%-62.0pp |
| Annual return | 22.76% | 188.81%-166.0pp | 151.12%-128.4pp | 302.99%-280.2pp |
| Employer contribution / active EE | $1,090 | $5,707-80.9% | $5,011-78.2% | $4,763-77.1% |
| Participant deferral / active EE | $2,326 | $5,955-60.9% | $5,202-55.3% | $5,983-61.1% |
| Admin fee / account holder | $2,477 | $17,079-85.5% | $13,987-82.3% | $11,252-78.0% |