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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 | $86,959 | $160,040-45.7% | $147,096-40.9% | $145,877-40.4% |
| Participation rate | 65.2% | 84.0%-18.8pp | 82.2%-17.0pp | 80.3%-15.1pp |
| Annual return | 16.06% | 98.49%-82.4pp | 419.75%-403.7pp | 551.28%-535.2pp |
| Employer contribution / active EE | $1,027 | $5,289-80.6% | $4,936-79.2% | $4,663-78.0% |
| Participant deferral / active EE | $7,861 | $8,429-6.7% | $8,071-2.6% | $6,691+17.5% |
| Admin fee / account holder | $28,349 | $15,050+88.4% | $13,005+118.0% | $13,402+111.5% |