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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 | $97,059 | $160,028-39.3% | $147,080-34.0% | $145,884-33.5% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 12.96% | 98.60%-85.6pp | 420.17%-407.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $403 | $5,286-92.4% | $4,933-91.8% | $4,662-91.4% |
| Participant deferral / active EE | $7,282 | $8,422-13.5% | $8,066-9.7% | $6,690+8.8% |
| Admin fee / account holder | $1,063 | $15,030-92.9% | $12,989-91.8% | $13,392-92.1% |