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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 | $98,344 | $198,457-50.4% | $170,435-42.3% | $147,586-33.4% |
| Participation rate | 65.2% | 88.0%-22.8pp | 83.6%-18.4pp | 82.8%-17.6pp |
| Annual return | 19.82% | 257.30%-237.5pp | 205.94%-186.1pp | 578.59%-558.8pp |
| Employer contribution / active EE | $1,221 | $6,183-80.3% | $5,432-77.5% | $4,876-75.0% |
| Participant deferral / active EE | $3,251 | $5,629-42.3% | $4,939-34.2% | $5,439-40.2% |
| Admin fee / account holder | $2,512 | $16,852-85.1% | $13,881-81.9% | $10,886-76.9% |