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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 | $147,897 | $217,432-32.0% | $185,849-20.4% | $167,536-11.7% |
| Participation rate | 68.2% | 86.1%-17.9pp | 81.7%-13.5pp | 82.1%-13.9pp |
| Annual return | 11.55% | 148.42%-136.9pp | 122.10%-110.5pp | 478.82%-467.3pp |
| Employer contribution / active EE | $325 | $5,875-94.5% | $5,169-93.7% | $4,839-93.3% |
| Participant deferral / active EE | $5,080 | $6,357-20.1% | $5,569-8.8% | $6,342-19.9% |
| Admin fee / account holder | $1,600 | $19,818-91.9% | $16,244-90.1% | $12,315-87.0% |