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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 | $93,368 | $209,847-55.5% | $189,520-50.7% | $167,518-44.3% |
| Participation rate | 37.5% | 88.7%-51.2pp | 87.8%-50.3pp | 82.1%-44.6pp |
| Annual return | 17.89% | 748.45%-730.6pp | 555.25%-537.4pp | 478.71%-460.8pp |
| Employer contribution / active EE | $173 | $6,913-97.5% | $6,161-97.2% | $4,838-96.4% |
| Participant deferral / active EE | $3,464 | $8,934-61.2% | $8,220-57.9% | $6,342-45.4% |
| Admin fee / account holder | $527 | $14,295-96.3% | $12,046-95.6% | $12,312-95.7% |